Final Expense Telesales Career Onboarding Overview
Watch this video below *completely* before proceeding
Please Follow Each Step In The Order Described Below
Phase 1: Onboarding
Phase 2: Carrier Contracting
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 The Following 4 Carriers To Start!
Select the following 3 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)
- Trinity/Family Benefit Life
Make SURE you request CICA below using the pre-contracting link (CICA is NOT available in SuranceBay):
- CICA: Click here to complete pre-contracting (you will get an email within the next 48 business hours to complete the rest of contracting)
NOTE: If any carriers are locked up, please contact firstname.lastname@example.org for alternates.
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?
NOTE: If you have questions and run a problems we host onboarding support calls twice a week please click here to schedule a time to join if you need help and you’re stuck.
If stuck, go ahead and email email@example.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.
Last Step: Sign Up For DIG's Training Site!
Do NOT Proceed To This Final Step UNTIL You Completed Phase 1 & 2 Above!
Once you’ve completed all the other steps, please click the Skool link below to sign up for our training site:
It usually takes 12 hours or less to authorize your access, so please be patient =).
VERY IMPORTANT: Once signed up for the training site, please review the New Agents, Start Here pinned post at the top of the Community forum.
You’ll find your next steps in getting trained there.
We look forward to working with you!
David Duford & The DIG Management Team