☐ Join our slack group via invite link (our team communication tool)

- Let your contracting manager know once you join

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☐ Get E&O Insurance 

- You can purchase E&O: HERE

- Select Option B

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☐​ Send the Contracting Manager:
- Proof of E&O Insurance

- NPN

- State License #

- Voided Check

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☐ Check your email for Contracting Instructions 
- You will receive 3 emails from your contracting manager:

1. “Prosperity Contracting”

2. “Family First Life (FFL)- Onboarding for New Agent”

3. “Getting Started with Family First Life”

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☐ Get contracted with Prosperity

*Make sure gov. ID matches your state of resident license

- Refer to the "Prosperity Contracting" email in the previous step
- When prompted, we recommend choosing the 9-month issue option, $3,000 max, and daily pay EFT
- You will have to complete the AML course in order to be approved by Prosperity

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☐ Complete Anti-Money Laundering (AML) Course

- Learn about AML: HERE

- This can be completed through LIMRA: HERE

- Complete American Amicable specific AML and upload to SuranceBay "Profile Docs": HERE

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☐ Set up Hierarchy Compensation Management System (HCMS) Account

- Your HCMS Account setup link can be found in the “Family First Life (FFL)- Onboarding for New Agent” email

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☐ Complete Your Contracting Requests in SuranceBay

*Only once you complete your HCMS account, you will be emailed your personalized link to SuranceBay - contracting request platform

- Make sure you watch the entire SuranceBay Overview Video and then get started. 

- Create a New Profile with SuranceBay, and then Request Contracts for all of the following carriers:

        - Americo

        - Mutual of Omaha

        - John Hancock

        - AIG

- Confirm they move to BGA status

- SuranceBay Statuses: 

• Producer: Go back through and confirm your contract request

• BGA: Good Job, you have done it correctly and your contract has been sent to our home office

• Carrier: FFL home office has sent your contract to the carrier 

• Discarded: Locate the reason, and email the contracting manager for help

- Check your contracting request in SuranceBay on a daily basis for any notes on your requests

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☐ 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

- Carrier contact info can be found: HERE

- 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 in your email

 

☐ Send a screenshot to your contracting manager when all of the following carriers are in BGA status in your SuranceBay account:

- Americo

- Mutual of Omaha

- John Hancock

- AIG

 

☐ Once you receive your Agent/Writing Numbers from each carrier, add them to your HCMS account -Americo, Mutual of Omaha, John Hancock, and AIG

- Log into your HCMS Account: HERE

- Watch the HCMS video explaining this process: HERE

- Go to "Requests" -->"Add Requests" --> Select "Add Carrier" --> “Missing Carrier / Writing Number” --> Select the carrier and type in your agent/writing number with that carrier --> Select the appropriate products --> “Send Request”

*You can add Prosperity to your HCMS account only at specific times. Keep an eye out in the Slack group for announcements when you will be able to add Prosperity to HCMS. (Usually only a 1-hour window)

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☐ Receive the "Welcome To The Team" email to join our New Agent Training email series and “Time to get Started with FFL!”

- Register for Family First Life Agent CRM System- where you will purchase and manage leads

- Start the New Agent Bootcamp while waiting for the carriers to approve you

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☐ Complete carrier requests in SuranceBay for Aetna and American Amicable once they show

- Your contracting manager will request these to be opened by corporate, which usually takes about 5 business days to show up

 

☐ Accept Aetna and American Amicable in your HCMS Account once they show 

- Monitor your HCMS Account so you can accept the contracting requests for Aetna and American Amicable

- Log into your HCMS Account: HERE

- Click the profile icon in the top right of HCMS Account -->  "View Profile" -->"Requests" --> Select "Carrier Approved"

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☐ Once you receive your Agent/ Writing Numbers from Aetna and American Amicable, add them to your HCMS account

- Go to "Requests" -->"Add Requests" --> Select "Add Carrier" --> “Missing Carrier / Writing Number” --> Select the carrier and type in your agent/writing number with that carrier --> Select the appropriate products --> “Send Request”