Please watch the video below for detailed instructions on how to contract additional carriers!
Steps To Using The Correct SuranceBay Link
SuranceBay: Click here to access (will say David Duford at the top right-hand corner)
Tip For AHL: These questions do not matter in your appointment request to AHL. Please answer them as best as possible:
What percentage of your time will you devote to American Home Life?
What dollar amount will you commit to the first-year annualized premium with American Home Life Insurance Company?
(If no previous ins. sales experience)
Past Insurance Sales Experience 1: FROM DATE
Past Insurance Sales Experience 1: TO DATE
NOTE: If any carriers are locked up, please contact our contracting team at email@example.com for directions on what to do.
VERY IMPORTANT NOTE: Please check the carrier state availability guide here to ensure the suggested carriers above are available. If not, check the “Telesales Friendly Carrier” tab for other carrier ideas you can use instead.
For New York Resident Agents: You cannot sell final expense over the phone in New York – you’ll have to sell over the phone to residents of other states, so please choose the carriers according to those states you’re intending to market in.
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:
- Royal Neighbors Of America
- Aetna/American Continental
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 firstname.lastname@example.org over the email and password you selected on SuranceBay.
He 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.