Contracting Checklist

NOT LICENSED? CLICK HERE:

Step 1 Complete Onboarding for HCMS

Complete onboarding Email

(Click me for details)

You will be looking for an email from HCMS. The Subject line of the email will say " Family First Life (FFL) - Onboarding for New Agents" the email that it comes from is Support HCMS < [email protected] >

National Producer Number (NPN)

The National Producer Number (NPN) is your unique identifier assigned through the National Association of Insurance Commissioner's (NAIC's) licensing application process. The NPN is used to track individuals and business entities on a national basis. use this link to look up yours

NPN LOOKUP

Step 2 Next Level Contracting (NLC)

You will need to gather three things to complete your contracting.

Error and omission insurance (E&O)

The carriers require you to have Errors and Omission insurance coverage. This is to protect you in case you make a mistake and a client sues you. Very very rare this would ever happen, but hey we are in insurance. So makes sense they would want to ensure our financial well-being.

E&O Recommendations

Void Check (for deposits)

A void check or one of the alternatives is required when you are completing your contracts. This is for direct deposit so you can get paid by the insurance companies.

Void Check Alternatives

National Producer Number (NPN)

The National Producer Number (NPN) is your unique identifier assigned through the National Association of Insurance Commissioner's (NAIC's) licensing application process. The NPN is used to track individuals and business entities on a national basis. use this link to look up yours

NPN LOOKUP

Step 3 complete Gateway login and setup Sure LC

Gateway Details

GATEWAY, the new Family First Life (FFL) portal. It’s the one-step hub through which you will be able to access all applications, including but not limited to HCMS, SureLC, StatS, and ILC (Integrity Lead Center, where you purchase leads). You can log in by entering your HCMS credentials.

Request more Companies to work with

For the companies listed below, you will be able to request contracting through HCMS. Watch the video to see how

Aetna

American Amicable

Transamerica

Great Western

Foresters

Why do we need SureLC

some of the companies that we work with process contract through Sure LC. All of the main companies that we use are submitted using NLC

Step 4 Follow up on Contracts

How to Check on Contracts

To check on contracting and make sure it is moving smoothly along.

Follow up with each carrier in 5 business days after your Contract Request changed to "Carrier" Status

- Verify they have all your contracting paperwork and that there are no outstanding requirements

- Keep an eye on your email box for important messages and contracting confirmation from the carriers

- Make sure to look in your SPAM and Promotional folders of your email

Carrier phone numbers

Americo: (800)231-0801

AIG: (800)677-3311

John Hancock: (877)606-7779

Mutual of Omaha: (800)775-7896

Aetna: (866)272-6630

American Amicable: (800)736-7311

Transamerica: (877)234-4848

Great Western (866)252-5594

Foresters: (866)466-7166

Prosperity: (855)321-2755

Columbian Financial Group: (800)423-9765

Global Atlantic(IUL): (855)887-4487

NLG(IUL): (800)732-8939

Athene (Annuities): (888)266-8489

Receiving Agent numbers numbers

You will receive welcome emails from the carriers as your contracting requests are accepted

How to Add your Agent numbers to HCMS

** It is very important that you add all carriers you are contracted with on HCMS. This is how FFL tracks your production so you can receive bonuses and increase your comp in the future!

Login back into your HCMS account HERE: To enter your writing numbers for the carriers you have received. Click [+] Select New Carrier Request in the drop-down, then Select Missing Carrier/ Writing Number and input the writing number for the specific carrier you are accepted with, make sure to Send Request once completed.


© 2023 by Perry National Insurance Proudly created for you.