GET PLUGGED IN
Join Private Facebook Group
Need Login Credentials (Manager Name & agency Name as this is a Private Group)
New Licensed Agent Checklist
Need E&O Insurance?
You can purchase here –
Napa E&O or CalSurance
https://www.napa-benefits.org/insurance/errors-and-omissions-eando-insurance
https://www.calsurance.com/lh
Accept your HCMS invite - In Your Email
Your Manager will register you in our Hierarchy Compensation Management System (HMCS). You will receive 3 emails: 1. A Welcome Email from FFL National 2.Your HCMS Account setup link 3.Verify Your NPN # and Set up Your NLC Profile - contracting request platform
Complete Surelc Profile & Complete AML Training
You should have received an email from HCMS Support with SuranceBay Link
To complete SureLC Profile CLICK HERE
Create an account
Fill out all the information
To Complete the FREE AML Training
1. Click CE & Training
2. Click Start Training
3. Click Surancebay LLC FREE
4. Click Drop down Menu… From there another window will open. You will have the option to Read or Download the material. The FREE AML training Test is 10 questions and you have 15 minutes to complete the test. It’s open book. To take the test Click “Start Test” your results will be recorded and you can take the test several times if needed.
5.Download a Copy of the Finish AML for Later.- If you are requesting a carrier for the first time select “New Carrier – SureLC Link”
- The carriers you will be requesting are Aetna, TransAmerica, Wellebe, Foresters, John Hancock
- Once you start receiving writing numbers you will update your HCMS profile.
- Go back to the + at the top left hand corner, select “New Carrier Request” again and this time select “Missing Carrier / Writing Number”
Check your contracting request in SuranceBay on a daily basis for any notes on your requests
Complete NLC Contracting
First Login to HCMS – https://hcms.chims.uppatop.com/login
Please see the image attached to locate NLC from HCMS
On the left-hand side there will tabs labeled “Training, Bank Info, etc.” you will upload your documents (AML, E&O, Voided Check etc.)
Double check that all requirements are submitted before creating any requests
As soon as this information is completed, locate the Blue + Sign on the Dashboard
Then Click – New Contracting, Then Select Each Carrier Americo, American Amicable, Mutual of Omaha & CoreBridge
Go through the Steps hitting “Next” until you “Sign & Submit“
This then should go into your “Requests > Submitted” on your Dashboard (If your request is in “Drafts” then there is something missing.)
Prosperity
This is an Email Link – Search “Prosperity Contracting Link” (If you cannot find this email let your Administrator know
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Products and services are provided exclusively by the providers. Descriptions are for informational purposes only and subject to change. Insurance plans may not be available in all states.
Terms and Conditions – Privacy Policy – Do Not Sell My Information
By clicking the submit button, I expressly consent by electronic signature to receive communications via automatic telephone dialing system, artificial/pre-recorded message, email or by text message from this website and multiple partner companies or their agents (even if my number is listed on any state, federal, corporate or local Do Not Call list) including my wireless number if provided, for the purpose of insurance products, services, or opportunities. Data and carrier message rates may apply. I understand that my consent is not required as a condition of purchasing any goods or services and that I may revoke my consent at any time. I also acknowledge that I have read and agree to our Privacy Policy and Terms & Conditions.
Copyright 2024 FFL Allegiance
This site in not a part of the Facebook website or Facebook Inc.In addition to this, this site is not endorsed by Facebook in any way. FACEBOOK is a trademark of FACEBOOK, Inc.
Products and services are provided exclusively by the providers. Descriptions are for informational purposes only and subject to change. Insurance plans may not be available in all states.
Terms and Conditions – Privacy Policy – Do Not Sell My Information
By clicking the submit button, I expressly consent by electronic signature to receive communications via automatic telephone dialing system, artificial/pre-recorded message, email or by text message from this website and multiple partner companies or their agents (even if my number is listed on any state, federal, corporate or local Do Not Call list) including my wireless number if provided, for the purpose of insurance products, services, or opportunities. Data and carrier message rates may apply. I understand that my consent is not required as a condition of purchasing any goods or services and that I may revoke my consent at any time. I also acknowledge that I have read and agree to our Privacy Policy and Terms & Conditions.