Getting Started With David Duford!

Watch the video below BEFORE proceeding:

Subscribe To David Duford’s Email List

* indicates required

Getting Contracted Checklist

Please make sure you do all the following:

  1. Add yourself to the newsletter above.
  2. Join David Duford’s GroupMe Community by clicking here.
  3. If doing Medicare Advantage, complete the JotForm pre-contracting below.
  4. Start and complete contracting on SuranceBay below for each non-Medicare Advantage carrier. Make SURE you hit the “Submit” button after COMPLETELY reviewing all the contracting documentation.
  5. Remember to send your log in and password to [email protected] if you get stuck anywhere.
  6. Completed any release paperwork necessary to move contracts over.
  7. Purchased errors and omissions from
  8. Register your insurance sales training account at

Are you doing Medicare Advantage Contracting?

Please click this link here to complete Medicare Advantage pre-contracting.

Also go here to review how to select the appropriate carriers for your area.

Any confusion, reach out to me at 423-320-8273 or [email protected]

Contracting with final expense, mortgage protection, annuity, or Medicare SUPPLEMENT companies?

Click here to begin the carrier contracting process now!

Do You Need A Release To Move Carriers To David’s Agency?

Please download and complete the release here – Blank Release Form.

Send to [email protected] once you get your old upline’s signature.

I’ll send that into the carriers and make sure your release is processed along with your carrier contracts.

Any troubles, reach out to David directly and he’ll help!

Are You Doing The Seminar Marketing Program?

Buy The Program Here.

Need Errors And Omissions?

Errors and omissions is required for most of our carriers we select.

You can either pay approximately $460 for an annual payment, or a monthly installment plan ($140 down, $35 per month thereafter) to get E&O coverage.

See the video below on setting up E&O cover with

Many carriers will also require you to complete Anti-Money Laundering Training.

Click the link here to complete the no-cost AML training now.

Or go here to purchase an AML study course for $12.50.

Getting Stuck Completing Your SuranceBay Account?

If you are getting stuck on completing contracting via the SuranceBay link above, watch the video below to see if it helps.

Also, review this SuranceBay guide here to help fix the most common issues that cause agents to get stuck.

NOTE: Using an Apple computer and having difficulties logging into SuranceBay? Follow the directions here if you’re a Mac user.

If it doesn’t, please contact me directly via email at [email protected] to help you through it.

IMPORTANT: If stuck, go ahead and send me the email and password you selected on SuranceBay with the help request email.

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

***Important Note!***

It takes 1 to 2 weeks to appoint you AFTER submitting the contracts on SuranceBay.

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

Get Access To Dave’s Sales And Marketing Training Material

Now that you’ve completed contracting, it’s time to to access the Private Access Training Material.

You will need to go to the following website at Final Expense University:

Once there, follow the video directions below to learn how to register an account so you can access the training material.

Looking forward to working with you!

Dave Duford
[email protected]