Procedures for Filling out Contracts

Transcription

1 Procedures for Filling out Contracts All submitted contracts should include Full supporting documents Supporting documentation is state license(s), void check for EFT, proof of E&O, and detailed letter of explanation for any credit/background issues). All contracts must include fully completed FEG new agent transmittal. If you don t have E&O coverage it will be the individual agent s responsibility to get that turned in prior to soliciting business or receiving Commissions/overrides. You can t be paid on personal business or overrides until your E&O is into the carrier. All documentation can be ed to com or faxed into For any questions, please contact your upline recruiter or call john cook at ext 4. All contracting paperwork can be downloaded from -from please select the carriers TAB, and then click on the individual carrier ICON. Please note that LSW contracting and Oxford life contracting are strictly paperless. LSW 1. Open Internet Explorer only, (Not Netscape) ***WILL NOT WORK ON ANY OTHER BROWSER!*** 2. In the address bar, enter the URL of 3. Click on "client login" (top right corner) and select nomoreforms 4. Click on "Insurance Agent / Agency logon" 5. Sign in as a "First Time User" (Unless you have previously used No More Forms ) 6. UNDER INSURER, (SELECT A CLIENT) USE THE DROP DOWN TO SCROLL TO NATIONAL LIFE & LSW INS CO 7. ALWAYS sign up as Agent/producer for the application type. 8. Enter your name (Key in your name as it appears on your insurance license.) 9. Enter your Social Security number - no dashes nor spaces. *Even if you choose to sign up as a licensed business entity, please initially login using your personal name and SS#. This establishes an appointed official for the agency. NEVER use a business TAX ID. You will be given the opportunity to list the business name and tax ID number once you are logged into the system. 10. Create a password 1

2 11. Confirm your password 12. Package code is: 3DQPA Please check with your Founder or recruiting agent as not all agents will use the package code of 3DQPA 13. Click on Logon to NoMoreForms 14. If your password does not match what is on file, proceed to the returning applicant section, using the same drop down box information. Click on the link to reset your password. Follow the simple instructions 15. Click Logon to NoMoreForms (On returning visits to the page, you just sign in under the "Returning Applicant" section using your same password) 16. For Best results, please complete all sections of the online contracting, even the optional portions. Once you have completed the online sections, you will be given the opportunity to attach your supporting documentation. If you do not attach the supporting documents online, please submit them with the completed FEG new agent transmittal. All documentation can be submitted to com or by fax to Bad credit letter from agent to LSW and Ron Petrinovich. Please send to com and copy in your founder as well as your upline recruiter. It is also recommended to have your founder write a letter of recommendation on your behalf to assist in your appointment. 18. Founder to fill out LSW Transmittal. 19. For technical assistance w/ or if you have any problems entering information in any of the fields, please call Once you have completed the online contracting, you will be given a submission confirmation number. IT is in blue lettering and that is when you know you are done. 21. Transferring agents: LSW does not allow dual contracting. you are freed to transfer if you have no business within the last 6 months. If you 6 months, you will need the proper release paperworks sign by prior MGA. LSW release is available from or by to com. 22. AML training must be from approved vendor or taken from More info on this will follow once you are appointed. 2

3 Foresters Fill out Foresters contract from ** foresters requires upline signatures on hierarchy reporting details North American Fill out North American contract producer 95 and down from **The direct upline needs to sign the transmittal page and page 2 of the producer contract. American Equity Fill out American Equity contract from National Western Life and Annuity 3

4 Please contact your direct upline for proper Life and Annuity contracts. Contracts are not generic, they are level specific. Once you have correct level contracts, Fax or all completed contracts, FEG new agent transmittal, and all supporting documentation into FEG contracting department. Please include written explanation for any credit or background issues. ** direct upline signature required on section F of agent data and on all agents schedule of compensation (life and annuity) United Home Life Fill out UHL contract from ** upline signatures required Sagicor Fill out Sagicor contract from **Direct Recruiter must complete Sagicor hierarchy transmittal. (available at ) Oxford life **Must receive and online invitation from your direct recruiter. 4

5 **All contracting done online. Upline must be appointed prior to downline. **Must be appointed prior to training and accessing website. **Call John Cook at ext. 4 with any questions or to jcook@fegcorp AGLA Fill out AGLA contract from written explanation for any credit or background issues ***For business entity, you must complete the standard agent agreement using the businessentity name and tax ID, and the appointed agent agreement using the individual name and SS#. (appointed agent agreement available at Must include state license for both as well as a w9 for both and e&o coverage for both. Fidelity and Guarantee- Fill out F&G contract from **Direct upline recruiter must complete the bottom of page1 of the contract. Assurity- Please download contract. Complete and return with void check, e&o, state license, and completed new agent transmittal. 5

6 **Direct upline recruiter must complete the bottom of page2 of the **Only Fax or pages that require writing 6