Final Expense Telesales Career Onboarding Overview

Attention: Please complete the form embedded below to register with The DIG Agency!

Have onboarding questions? Join us on our Slack Help Support Channel & Zoom Q&A using links below to ask for help!

IMPORTANT: Our team will respond to your Slack questions within 12 to 24 hours tops. Do NOT email Marty or message David Duford or Tim Hildebrand on Slack with your questions, ONLY use Slack to post your questions, or hop on a ZOOM call!

NOTE: If at any time you have onboarding questions, click the image below to ask them on our Support Desk channel:

ALSO: We host daily Onboarding Q&A calls to ask us your questions live Monday through Friday at 2PM EST. Click the image below to join on Zoom at the scheduled times

IMPORTANT:

Once you purchase your required non-resident licenses in Phase 1, please continue the onboarding process starting with Phase 2!

You do NOT need your licenses approved to start contracting and getting training, just *purchased!*

Do NOT Do Phase 2 Until You’ve Completed Phase 1!

IMPORTANT: Watch the video directly below. Then, read everything below to submit your carrier appointments on SuranceBay!

When prompted, ONLY Choose Carriers Below To Start!

NOTE: There is only *one* SuranceBay link, not two as indicated in the video. Please read below to find the link.

IMPORTANT: When you purchase errors and omissions coverage, make SURE to make the effective date the same day you purchase the policy!

Select the following carriers on SuranceBay: Click here to access (will say David Duford at the top)

• SBLI Final Expense
• AIG/American General (same company – may be listed in SuranceBay as one or the other)
• Guarantee Trust Life (GTL)
• American Amicable

ALSO: Make sure to request CICA here and NOT on SuranceBay!

NOTE: If you are moving ANY carriers over from another agency, MAKE SURE you request those carriers IN ADDITION to the carriers above! Don’t forget! =)

Please watch the video below for a step-by-step process to create your SuranceBay Account and submit your carriers:

Important Note About Direct Deposit Setup

We are not able to accept starter/convenience checks, deposit slips, or direct deposit forms.

Please submit a voided check with a valid check number, which matches the Account Name, Bank Name, Account Number, and Routing Number in SuranceBay.

If your account does not have checks, please provide a letter from your bank on bank letterhead, signed by a bank officer with their title clearly indicated, stating the bank account owner name, the ABA/Routing number used for direct deposits, and the bank account number and type.

How To Complete AML Training

Many carriers will also require you to complete Anti-Money Laundering Training. See the video directly above for guidance on how to do that.

SuranceBay also has one available for free inside of your account once you’re in the AML section as well you can complete.

Getting Stuck Completing Your SuranceBay Account?

If stuck, go ahead and email karra@360fgllc.com over your email and password you selected on SuranceBay.

We may end up having to log in to get you unstuck, and having your account credentials ahead of time will hasten the process.

Contracting Turnaround Time & Status Checking

NOTE: It takes 2 weeks to fully appoint you AFTER submitting the contracts on SuranceBay.

To get an update on carrier contracting status, please follow the directions here.

Errors And Omissions Insurance

Please go to E&O For Less to purchase E&O insurance if you haven’t already.

Get the plan that is around $30 to $40 a month to meet Prosperity’s minimum requirements.

IMPORTANT: When you purchase errors and omissions coverage, make SURE to make the effective date the same day you purchase the policy!

Do NOT Proceed To This Final Step UNTIL You Completed Phase 1 & 2 Above!

Once you’ve completed all the other steps, please ask Marty in the Slack Support Group to give you access to DIG University!

Marty will review your registration and contracting to confirm you have finished all the steps required to gain access to our training site. It usually takes 12 hours or less to authorize your access, so please be patient =).

VERY IMPORTANT: If you have not finished all the required steps, your entry into the training site will be delayed!

We look forward to working with you!

Best,
David Duford & The DIG Management Team