Contracting Checklist
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Step 1 Complete Onboarding for HCMS
Complete onboarding Email
(Click me for details)
You will be looking for an email from HCMS. The Subject line of the email will say " Family First Life (FFL) - Onboarding for New Agents" the email that it comes from is Support HCMS < [email protected] >
National Producer Number (NPN)
The National Producer Number (NPN) is your unique identifier assigned through the National Association of Insurance Commissioner's (NAIC's) licensing application process. The NPN is used to track individuals and business entities on a national basis. use this link to look up yours
Step 2 Next Level Contracting (NLC)
You will need to gather three things to complete your contracting.
Error and omission insurance (E&O)
The carriers require you to have Errors and Omission insurance coverage. This is to protect you in case you make a mistake and a client sues you. Very very rare this would ever happen, but hey we are in insurance. So makes sense they would want to ensure our financial well-being.
Void Check (for deposits)
A void check or one of the alternatives is required when you are completing your contracts. This is for direct deposit so you can get paid by the insurance companies.
National Producer Number (NPN)
The National Producer Number (NPN) is your unique identifier assigned through the National Association of Insurance Commissioner's (NAIC's) licensing application process. The NPN is used to track individuals and business entities on a national basis. use this link to look up yours
Step 3 complete Gateway login and setup Sure LC
Gateway Details
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 log in by entering your HCMS credentials.
Request more Companies to work with
For the companies listed below, you will be able to request contracting through HCMS. Watch the video to see how
Aetna
American Amicable
Transamerica
Great Western
Foresters
Why do we need SureLC
some of the companies that we work with process contract through Sure LC. All of the main companies that we use are submitted using NLC
Step 4 Follow up on Contracts
How to Check on Contracts
To check on contracting and make sure it is moving smoothly along.
Follow up with each carrier in 5 business days after your Contract Request changed to "Carrier" Status
- Verify they have all your contracting paperwork and that there are no outstanding requirements
- Keep an eye on your email box for important messages and contracting confirmation from the carriers
- Make sure to look in your SPAM and Promotional folders of your email
Carrier phone numbers
Americo: (800)231-0801
AIG: (800)677-3311
John Hancock: (877)606-7779
Mutual of Omaha: (800)775-7896
Aetna: (866)272-6630
American Amicable: (800)736-7311
Transamerica: (877)234-4848
Great Western (866)252-5594
Foresters: (866)466-7166
Prosperity: (855)321-2755
Columbian Financial Group: (800)423-9765
Global Atlantic(IUL): (855)887-4487
NLG(IUL): (800)732-8939
Athene (Annuities): (888)266-8489
Receiving Agent numbers numbers
You will receive welcome emails from the carriers as your contracting requests are accepted
How to Add your Agent numbers to HCMS
** It is very important that you add all carriers you are contracted with on HCMS. This is how FFL tracks 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.
What to Do after you get Contracts
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