Free Agent Resources
Free download: Chargeback-Prevention Checklist
A one-page, printable checklist covering what to do before the app, at the close and for the first 12 months to keep policies on the books and protect your advance.
Download PDF ↓A one-page, printable checklist covering what to do before the app, at the close and for the first 12 months to keep policies on the books and protect your advance.
Contracting
SureLC: build your contracting profile
Request carrier contracts with us
Checklist: active license, E&O certificate, AML training certificate, voided check or direct deposit, and a signed W-9.
Compliance and calling
Agent debt and Vector
Vector One / Debit-Check: see whether a carrier reported a debit balance, and how to dispute one.
Request these from us
Contracted agents can ask for these at no cost:
- Final expense underwriting quick-reference guides by carrier
- Phone and in-home presentation scripts
- Appointment-setting and objection-handling sheets
- Scope of Appointment form and Medicare call checklist
Request contracting to get access →
Ready to work independent?
Request life, final expense and Medicare contracts at street level. Own your book. One contract is fine.
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