Contracting

Electronic Contracting
Use our e-contracting system within your OES account to quickly and easily get contracted. You can select multiple carriers and submit multiple contracting requests at the same time.

Paper Contracting
If you want to do paper contracting, use the links below to access paper contracting forms for all of our carriers. Please email or fax contracting paperwork back to our contracting department.

E&O Coverage
National Brokerage offers discounted E&O coverage exclusively to our agents.

AML Training
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.

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