There are 5 Steps- Please follow each of them.
Step 1- Contact your upline and our Contract Specialist
Please contact your upline and our contracting specialist and let them know you are ready to begin the contracting process
Natalie Moody
Contracting Specialist
Sarah Miles
Contracting Specialist
Natalie Moody
Contracting Specialist
Sarah Miles
Contracting Specialist
Step 2- Things to have and know before you get started.
You will receive a contracting link to set up your account with eContractPro once you have informed your upline and our Contracting Specialist that you are ready to contract with our companies.
You will need to know your National Producer Number
Make sure you follow Step 3 before contracting so you have your Anti-Money Laundering (AML) Training completed.
You will need to know your National Producer Number
Make sure you follow Step 3 before contracting so you have your Anti-Money Laundering (AML) Training completed.
Step 3- Anti-Money Laundering (AML) Training
Complete the free Anti-Money Laundering Training at the link below.
This is required.
This is required.
Step 4- eContractingPro (Life Insurance)
eContractingPro is for your Life Only Contracts for now.
Step 5 will be for your Medicare Contracts.
Contract with the following Companies only:
American Amicable
Royal Neighbors of America
Mutual of Omaha
American General (AIG)
Step 5 will be for your Medicare Contracts.
Contract with the following Companies only:
American Amicable
Royal Neighbors of America
Mutual of Omaha
American General (AIG)
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Step 5- Medicare Contracts
Below are two links.
The one on the left begins your Medicare Contracting.
The one on the right are Agent Self Release forms if you need to be released from a previous organization.
The one on the left begins your Medicare Contracting.
The one on the right are Agent Self Release forms if you need to be released from a previous organization.
You will need the following:
Are going to be on the Partnership Program or be on the Broker side? National Producer Number Resident State License Number Start off by only getting licensed In Texas. Do not choose Anthem. You will need the rest of the carriers. |
If you need to do a self release from each of the Medicare Carriers in order to free your contracts up from your previous organization use the button below to access each companies Self Release Form.
Please email the Self Release forms to the following people: [email protected] cc: [email protected] [email protected] |