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Contracting
- Electronic Contracting (Preferred Method)
- Fill out your information one time and easily submit contract
requests to multiple carriers
- Works for all carriers (Exceptions: LSW, Shenandoah)
- Login to your SSO account to access E-Contracting
- Paper Contracting
- Search for contracting forms, download and fill out the paperwork,
then mail or fax back to us.
- Must fill out and submit seperate forms for every carrier
- Contracting Forms Search
- LSW Contracting
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E&O Coverage
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AML Training Information
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Most life insurance carriers have adopted an Anti-Money Laundering (AML) program to comply
with federal regulations. They require agents to complete anti-money laundering training as
part of the program. Please be sure to include your AML certificate when sending in new contracting
or appointment paperwork for any carrier. This will allow us to expedite the processing of your
appointment.
Login Instructions:
You will need a user name and password, both lower case. Your user name consists of the first 4 letters
of your last name and the last 6 digits of your social security number. The password is your last name.
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| Phone: |
(800) 377-6344 |
| Fax: |
(208) 472-3438 |
| Email: |
Email Us Now |
Transparent
Transparent:
Earning your trust through integrity, communication and full disclosure
Objective
Objective:
Searching for the best possible solution under your direction
Professional
Professional:
Working at highest level of professionalism to facilitate every case
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