Pre-Need | Onboarding Overview

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

To begin Great Western Pre-Need pre-contracting, click here

We also recommend that you select a handful of final expense products to use when Great Western Pre-Need doesn’t make sense.

Set up a SuranceBay account: Click here to access (will say David Duford at the top right-hand corner).

Select the following 2 carriers on SuranceBay:

• SBLI
• AIG

Lastly, go here to request contracting with CICA Life. This is a pre-contracting link – you’ll get the full contracting link sent to your email within 48 business hours.

NOTE: If any carriers are locked up, please contact contracting@dufordig.com for alternates.

Did You Select Carriers That Are NOT On The Approved List Above?

You MUST request approval from contracting for any carriers you select *other than the primary and backup carriers listed above.*

Understand that overloading yourself with carriers is not a smart idea. More complication equals a higher failure rate. Keep things simple!

Please note that we do not accept appointments for the following carriers for new agents to DIG until we have several months of solid production history:

• Americo
• Royal Neighbors Of America
• Aetna/American Continental

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 contracting@dufordig.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.

Commissions Overview

Click here to review commission level for Great Western Pre-Need.

Click here for final expense commission levels.

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 =).

Looking forward to working with you!

Best,

David Duford & The DIG Agency Management Team!