WELCOME!

We’re excited to build with other like-minded, hardworking individuals like yourself! Let’s get you contracted!

#1

HCMS Onboarding

REQUIRED TIME: 5 MIN

You will get the link for onboarding via email, it will come from “HCMS Support”. The video below walks you through the onboarding process. Click on the link below the video for FAQ’s. Once complete, head to #2.

HCMS Login

#2

Error & Omissions Insurance

REQUIRED TIME: 10 MIN

Click the link below the video to purchase your E&O insurance. I highly recommend playing the video at the same time so you purchase the correct product and you’re not paying more than necessary. Save the certificate on your desktop for Step #5. Once complete, head to Step #3.

Purchase Your E&O Insurance

#3

Anti-Money Laundering

REQUIRED TIME: 15 MIN

AML is required by all carriers & you’ll end up taking it more than once through different carriers. Only complete the one through American-Amicable below and save the certificate on your desktop for Step #4. Once complete, click the “Go Next” button below to head to Step #4.

Complete Your AML w/ AMAM

#4

Voided Check & Beneficiary

REQUIRED TIME: 15 MIN

VOIDED CHECK

Carriers will require a picture of voided check or bank letter stating your account info to set up your commission deposits.

Direct deposit forms & counter checks will not be accepted.

BENEFICIARY
Your beneficiary full name & SSN
This is the person that will receive your commissions and/or residuals when you pass.

Text Support Directly

#5

Prosperity

REQUIRED TIME: 15 MIN

The link for Prosperity contracting comes from “Benchmarck Administration”, once requested by your Upline. The video below walks you through how to complete the Prosperity contracting. Yes, you will need to complete their AML when it comes up, even if you’ve already completed it via AMAM.

If you have not received the email from Benchmark, click the link below. Once you’ve complete this section, move on to #5 ~ NLC.

Request Contracting

#6

Error & Omissions Insurance

REQUIRED TIME: 15 MIN

Click on the link below to contract with Americo, Mutual of Omaha, American-Amicable, Transamerica & Corebridge via the NLC contracting portal. Login is the same email & password you set up for your HCMS login. The video below walks you contracting for all available carriers. Once you’ve completed this section move on to #6 ~ SureLC.

Start Contracting with NLC

#7

Anti-Money Laundering

REQUIRED TIME: 15 MIN

Click the link below, register for a new account. (If you’ve used SureLC to contract with another IMO you must use a different email). Then complete the profile questions on the left. There will be no immediate carriers to request here until they’ve been requested by your Upline.

Once you’ve completed the profile, text “additional carriers” to 480.485.0587. It will take 3-5 biz days for those contracts to be sent to SureLC. Once sent, you’ll receive an email directing you to login and complete the contracts.

SureLC FAQ’s

After requesting additional carriers move to
#7 Bootcamp

Start Contracting with SureLC

#8

Bootcamp

REQUIRED TIME: 6 HOURS

About this Course:

*35+ lessons

*6+ hours of video content

* You’ll find an A-Z Blueprint on how to sell life insurance while growing a massive insurance agency.

Here’s What You’ll Get…

Phone Scripts for Mortgage Protection and Final Expense
How to overcome objections on the phone
How to decrease no show rates
What are my favorite leads to run and why
How to get profitable running this lead type
How to set up your sales presentation
What 8 things that are needed to have a successful presentation
Objections and how to overcome them during the sales process
How to pivot from one company to another
How to build a large insurance agency

Join Bootcamp

#9

Release Presentation

REQUIRED TIME: 1 HR

A one-on-one interview with your Upline answering questions and role-playing the scripts you learned during bootcamp. This is the last step before you’re “released” to starting dialing and selling. Once you’ve completed bootcamp and you’re ready, book on the calendar below.

#10

Remaining FAQ’s

Carriers take 24hours plus to contracts, watch for their welcome emails. Once received, upload your writing numbers into HCMS (video below) and login to the carrier’s agent portal. Get familiar with the e-apps. Any questions on how to login and/or work the e-apps, call the carrier directly.
AML w/ LIMRA, most carriers require an AML with LIMRA however you are unable to complete the certification until after you’ve sold your first policy. Once you’ve sold with Americo or AIG, reach out to your upline and request the LIMRA voucher.

#1

REQUIRED TIME: 5 MIN

#2

REQUIRED TIME: 10 MIN

#3

REQUIRED TIME: 15 MIN

#4

REQUIRED TIME: 15 MIN

#5

REQUIRED TIME: 15 MIN

#6

REQUIRED TIME: 15 MIN

#7

REQUIRED TIME: 15 MIN

#8

REQUIRED TIME: 6 HOURS

#9

REQUIRED TIME: 1 HR

#10

Get in Touch