1. Carrier Contracting
- We use two systems to get agents up and running: HCMS and SureLC – learn about how they work together.
HCMS / SureLC
These two systems are vital to you getting setup properly as an agent with us.
HCMS (short for Hierarchy and Compensation Management System) is an online software that sets up your personal commission level, your upline, and your downline agents correctly with Family First Life.
SureLC (also called SuranceBay) is an online software for you to request appointments with the various carriers available to you through Family First Life.https://www.youtube.com/embed/UmEPdqEMS3o?feature=oembed.
Here is some helpful info when completing your SuranceBay:
- You can NOT create a SuranceBay account unless you are fully licensed and the license has been active for 72 hours.
- If you have had a SuranceBay account with another IMO before, please verify the “create an account†page shows YOUR agency name, not the old name. Sign up as new user and use a new email.
CARRIER REQUESTS
Please make sure all of the “My Info†section is completely done before requesting carriers, or it may delay appointments. You must have a current AML/Limra.
Go to “My Appointment Requests†and request the carriers there, filling out anything with a red asterisk.
IN SuranceBay, YOU CAN REQUEST these carriers:
John Hancock – (877) 606-7779
AIG – (877) 399-7747
MOO – (800) 775-7896 You must do their own specific (AML) Anti-Money Laundering training
Americo – (800) 231-0801
It will state “BGA” and then “At Carrier.” Please keep an eye on this process. IT SHOULD NOT SAY “AT PRODUCER” – that means it’s still in SuranceBay. Please keep in mind, we cannot see into your SuranceBay account.
If you click once on the completed carrier request, you may see a note from the carrier. When your request is approved, you will get an email and a welcome letter from each carrier. Once you receive that, go back into your HCMS account under “REQUESTS” and “MISSING CARRIER” and add your writing numbers into the system.
ADDITIONAL CARRIERS
You may also REQUEST in HCMS as a “New Carrier†if you want to be appointed with the following carriers:
Aetna – (866) 272-6630
Foresters – (800) 828-1540
Transamerica – (800) 295-3990
American Amicable – (800) 736-7311 Occidental – (800) 736-7311 (sister company to American Amicable) for the following states: Michigan, Iowa, Vermont, New Hampshire, Massachusetts, New Jersey, Rhode Island
You may email your contracting admin when you have a client ready to write a policy for the following carriers:
CFG – (800) 423-9765 (must write paper application to be appointed)
Global Atlantic – (800) 848-0977 (must write paper application to be appointed)
Royal Neighbors – (866) 733-9758 (must write paper application to be appointed)
A separate contracting link will be sent for the following carriers:
Prosperity – (866) 380-6413 You must do their own specific (AML) Anti-Money Laundering training
Athene – (888) 266-8489 (no direct upline) and must be requested by your contracting admin
2. E&O Coverage​
- ​We recommend going through either:
- NAPA – click HERE for the link
- BiBerk – http://biberk.com/
3. Connect on Social Media
- Get our reminders: text VELOCITY to (844) 414-0401
- Join our Slack Group HERE
- Join our private Facebook Group HERE
- Join Workspots HERE
- Get digital business cards HERE
4. Plug Into Our Calls:
Monday:
- 6:30am CST / 7:30am EST – Live Zoom Dials FFLSecuredials.com
- 7am CST / 8am EST – “Weekend Warrior†Podcast – WATCH: Live on FFL Velocity YouTube Page https://www.youtube.com/c/FamilyFirstLifeVelocity
- 11am CST / 12pm EST – Level Up Call – Dial (701) 801-9751
Tuesday:
- 7am CST / 8am EST – “True Talk†Podcast – WATCH: Live on FFL Corporate Facebook Page https://www.facebook.com/FamilyFirstLife/
Wednesday:
- 7am CST / 8am EST – “Weekend Warrior†Podcast – WATCH: Live on FFL Velocity YouTube Page https://www.youtube.com/c/FamilyFirstLifeVelocity
- 10am CST / 11am EST – “Beyond the Leaderboard†Podcast – WATCH: Live on YouTube http://t.ly/0tYR
Thursday:
- 6:30am CST / 7:30am EST – Live Zoom Dials FFLSecuredials.com
- 10am CST / 11am EST – AMS (Advance Market Sales) Training Call – WATCH: Live on FFL Corporate Facebook Page https://www.facebook.com/FamilyFirstLife/
- 1pm CST / 2pm EST – Velocity Zoom – http://velocityzoomcalls.com
Friday:
- 7am CST / 8am EST – “Weekend Warrior†Podcast – WATCH: Live on FFL Velocity YouTube Page https://www.youtube.com/c/FamilyFirstLifeVelocity
- 10am CST / 11am EST – The Next Level LIVE – FFL Corporate Sales Training Call – WATCH: Live on FFL Corporate Facebook Page https://www.facebook.com/FamilyFirstLife/
Saturday:
- 10am CST / 11am EST – Q&A Call with Shawn Meaike: (319) 527-3046
Sunday:
- 6pm CST / 7pm EST – Team Secure Zoom FFLSecuredials.com