The Rush Effect - Contracting Steps

The Rush Effect

Contracting Steps

Welcome to the team! My name is Valerie, Ryan's assistant, I will be helping you through the onboarding process with Family First Life Rush.

Valerie Begauy

Director of Operations

Cell: 602-579-0734

Email: valhelpsinsurance@gmail.com

1. Need for Contracting

Please text back info to your manager in this order and format IN ONE COMPLETE TEXT MESSAGE. This way your manager can copy and paste the one text fast and efficiently to the contracting department.

First, Middle, Last Name:

City, State:

Email:

Phone:

(NPN) National Producer Number:

Upline:

Comp:

2. E&O Coverage

The carriers require you to have Errors and Omission insurance coverage. This is to protect you incase you make a mistake and a client sues you. Very very rare this would ever happens, but hey we are in insurance. So makes sense they would want to insure our financial well-being.

Select new licensed agent
Do new registration
Select new agent
Select A (if you want to just do insurance) Select B (if you want to sell annuities)

Link E&O Coverage

3. Wait About 3 Days for Emails

Wait about 3 days for emails to start coming in for the following: Welcome email from agency, HCMS, NLC, SureLC, Gateway Portal, invite to our GroupMe Chat and slack invite.

4. Welcome Email from Agency (EMAIL)

An email sent from the Agency Admin/Manager giving you instructions on your next steps to getting contracted
- Make sure you check spam/junk folders as well, sometimes they tend to end up there.

5. HCMS (EMAIL)

**You will want to request contracting for Aetna, Foresters and TransAmerica in HCMS.

An email link will be sent to you to onboard to HCMS:

*1st Email from Support HCMS Subject Line “Family First Life (FFL) – Onboarding for New Agent” (Search Email for this)

HCMS is FFL’s internal agent management system. This keeps track of your hierarchy, compensation, writing numbers and eventually your downline agents.

The first step is to verify and edit all personal details. Please ensure that your name appears exactly as it does on your insurance license, edit your email address, phone, SSN as needed and you must input your NPN/NIPR Number if you want to be contracted and paid by the carriers. Double check that your upline and compensation level is correct as these will be used for contracting with all carriers. If you have questions, please contact me.

*2nd Email from Support HCMS Subject Line “Family First Life (FFL) – Onboarding Completed” (Search Email for this)

This email will take you back to your HCMS account where you can verify that all of the information you entered in the previous step is absolutely correct. If you see any errors, please contact me.

*3rd Email from Support HCMS Subject Line “Family First Life (FFL) – Contracting Process” (Search Email for this)

This email will take you to your SuranceBay (Sure LC) account. This is where all your contracts with the carriers will be requested and managed. If you have previously used SuranceBay, please change your password upon entry and verify that the affiliation at the top of the screen shows FFL America. If it does not show this, please let me know before you proceed.

Please make sure to bookmark the login page for easy access in the future: HERE
Look for an email for Surancebay/SureLC. This platform is where you will submit licenses and banking information as well as contracting requests to the carriers.
Once you complete contracting requests in Surancebay/SureLC, please go back to HCMS, and click the [+] sign on the top left hand side, please select New Carrier Request in the drop down, then select New Carrier - SureLC Link. This will send you a link specific to the carrier you select from the dropdown box.

6. SureLC / Surancebay (EMAIL)

***You will want to request contracting for AIG in Surancebay/SureLC
You will receive an email after onboarding through HCMS, this platform is where you will complete and upload AML, purchase E&O and banking information before sending contract requests.
Please reach out to me if you have not receive this email link within 24 hours and I will resend it. It will sometimes end up in the spam folder.
Complete the contracting requests for the carriers that are preloaded in the Surancebay platform. You will need to complete this process per carrier and Confirm/Apply Signature, which will change it to BGA status (Broker General Agent). This means corporate will now send these to the carriers. If it does not show BGA status you need to complete the contracting request.
After 2-3 days of contracting request showing BGA status it should go to Carrier Status. This is when you will need to start calling the carriers you submitted contracting requests with and ask for a “Contracting status update,”

Surancebay Video Help (Short Quick Help)

Surancebay Video Help (Longer More Help)

7. Gateway Portal (EMAIL)

After onboarding with SureLC you will get another email with a link to onboard to Gateway Portal. This is the new Family First Life (FFL) portal. It’s the one-step hub through which you will be able to access all applications, including but not limited to HCMS, SureLC, StatS and ILC (Integrity Lead Center, where you purchase leads). You can login by entering your HCMS credentials.
- If you have any questions please direct them to leads@familyfirstlife.com
- Video below to help —> https://www.youtube.com/watch?v=0dTdll6Ms30

8. ILC Integrity Lead Center / CRM

After creating your SureLC/Gateway Portal login it will take 5 hours for all information to generate to Gateway Portal
GATEWAY, the new Family First Life (FFL) portal. It’s the one-step hub through which you will be able to access all applications, including but not limited to HCMS, SureLC, StatS and ILC (Integrity Lead Center, where you purchase leads). You can login by entering your HCMS credentials
If you have any questions please direct them to leads@familyfirstlife.com
- Video below to help —> https://www.youtube.com/watch?v=0dTdll6Ms30

9. Call Insurance Carriers 2X a Week

To check on contracting and make sure it is moving smoothly along.

Carrier Phone Numbers:

● Americo: 800-231-0801

● Mutual of Omaha: 800-867-6873

● TransAmerica: 877-234-4848

● AIG/ American General: 800-677-3311

● Global Atlantic: 855-887-4487

● Athene: 888‑266‑8489

● CFG: 800-423-9765

● Foresters: 800-828-1540

● John Hancock: 877-606-7779

● American Amicable: 800-736-7311

● Aetna: 866-272-6630

10. You will be Emailed Producer Numbers

Receiving Writing Number

You will receive welcome emails from the carriers as your contracting requests are accepted
Login to the websites save user name and passwords in notes. There is a template you can use to do this at the bottom of this page.

11. Add your producer numbers to HCMS system

** It is very important that you add all carriers you are contracted with on HCMS. This is how FFL track your production so you can receive bonuses and increase your comp in the future!
Login back into your HCMS account HERE: To enter your writing numbers for the carriers you have received. Click [+] Select New Carrier Request in the drop down, then Select Missing Carrier/ Writing Number and input the writing number for the specific carrier you are accepted with, make sure to Send Request once completed.