1.) Send Onboarding Application - SFG Contract
1.) Send Onboarding Application - SFG Contract
Embedded Files
Location: HQ > Onboarding Portal
Person Responsible: Hiring Manager
2.) Complete Onboarding Application - SFG Contract
2.) Complete Onboarding Application - SFG Contract
Location: Email from Home Office to New Agent
Person Responsible: New Agent
*Application Process may require a couple of revisions and/or changes before it is considered complete and accurate. Agent will receive an email from Home Office if a revision is needed.
3.) Complete AML Certification
3.) Complete AML Certification
Locations/Options:
a) SuranceBay - Free (not accepted by SBLI)
https://aml.surancebay.com
b) AmAm - Free (not accepted by Mutual of Omaha)
https://www.americanamicable.com/internet/aml/amllogon.php
c) WebCE - $12 (accepted by all carriers)
https://www.webce.com/catalog/courses/course-information?c=9317
Person Responsible: New Agent
4.) Purchase E&O Insurance
4.) Purchase E&O Insurance
Locations/Options: Choose Life, Fixed Life, Fixed/Indexed Annuities (do not choose Group or Variable)
a) CalSurance (Symmetry Preferred Parter)
https://www.calsurance.com/sfglife
b) SuranceBay
https://eno.surancebay.com
c) NAPA
https://www.napa-benefits.org/insurance/errors-and-omissions-eando-insurance
Person Responsible: New Agent
5.) Onboarding Email - Login Credentials (HQ / OPT / SureLC)
5.) Onboarding Email - Login Credentials (HQ / OPT / SureLC)
Location: Email from Home Office to New Agent
Person Responsible: New Agent
(Example of Email Below)
6.) setup surelc account
6.) setup surelc account
Location: Email from setup@surancebay.com to New Agent.
*Account Setup link can also be found at the bottom of the SFG Welcome Email.
(Example of Email Below)
Person Responsible: New Agent
Sections Needing to be Completed & Uploaded:Â
Profile, DBA, Questions, Licenses, FINRA, EFT, Contracts, History, Training, E&O, Signature, Documents
Complete all sections in *RED*.
Sections in *YELLOW* are missing information.
Helpful Video Tutorials:
New Producer Registration
Producer Profile Video
Producer Training Videos
https://support.surancebay.com/hc/en-us/sections/360012099633
7.) surelc - confirm information
7.) surelc - confirm information
Location: SureLC Account
Person Responsible: Agency Owner
Checking Accuracy For:
AML Certificate is Current
E&O Dates & Coverage Amounts
Applying as Personal or Business
Address & Employment History (no gaps/breaks)
Banking Info on Check Matches + Correct Name & Address Listed on Check or Bank Letter
Helpful Video Tutorials:
SureLC Videos on HQ (for Hiring Manager)
https://hq.quility.com/page/surelc-and-onboarding-portal-training-videos
Agency Training Videos
https://support.surancebay.com/hc/en-us/sections/10084436337051
8.) surelc - contracting requests Sent
8.) surelc - contracting requests Sent
Location: SureLC Account
Person Responsible: SFG Contracting Dept
Contracting Will Request - AIG, Americo, American Amicable, Foresters, F&G, LGA, Mutual of Omaha & SBLI
United Home Life (UHL) is auto-requested by corporate and a link will be sent to the Agent from UHL or Sircon via email.
Note: Be sure to "Create Request" for each carrier listed.
Helpful Video Tutorial:
How to Create A New Contracting Request
9.) Complete summit training
9.) Complete summit training
Location: HQ / Training / Quility U
Person Responsible: New Agent
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