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, Proof of Anti-money laundering, and a 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 should be turned into your founder. Your founder will complete the proper transmittal and forward contract to com or fax into NEW AGENTS: please do not turn contracting paperwork directly into John Cook or FEG licensing Dept. Please return them to your upline recruiter/founder 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, ANICO, and Oxford life contracting are strictly paperless. FEG contracting procedures for 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 login" 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. 1

2 8. Enter your name (Key in your name as it appears on your insurance license.) 9. Enter your Social Security number - no dashes or 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 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 your upline recruiter/founder. 17. Bad credit letter from agent to LSW and Ron Petrinovich. Please send to your upline recruiter and copy in your founder as well. It is also recommended to have your founder write a letter of recommendation on your behalf to assist in your appointment when you do not meet the credit guidelines of LSW. 18. It is your upline recruiter/founders responsibility to complete your transmittal. A transmittal is REQUIRED to complete your LSW contracting. 19. For technical assistance w/ or if you have any problems entering information in any of the fields, please call Prior to submitting your forms online, you have the opportunity to attach your supporting documents online. Your supporting documents are proof of e&o, void check, state license(s), proof of AML. 2

3 21. 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. YOU MUST FORWARD THIS SUBMISSION CONFIRMATION NUMBER TO YOUR UPLINE RECRUITER/FOUNDER. 22. 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 paperwork signed by prior MGA. LSW release is available from or by to com. 23. AML training must be from approved vendor or taken from More info on this will follow once you are appointed. You will get a welcome from LSW upon your acceptance that includes your user ID and instructions on how to complete your AML training. FEG contracting procedures for ANICO All new agent ANICO contracting must be submitted online at Paper contracting is no longer accepted. 1. Open Internet Explorer only, (Not Netscape) ***WILL NOT ALWAYS WORK PROPERLY 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 login" 5. Sign in as a "First Time User" (Unless you have previously used No More Forms) If you are not sure, please sign in as first time user. 6. UNDER INSURER, (SELECT A CLIENT) USE THE DROP DOWN TO SCROLL TO AMERICAN NATIONAL INSURANCE 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 or spaces. *Do not use your business TAX ID#. We cannot contract your corporation as a solicitor for ANICO. You must always enter your SS# here. 10. Create a password 11. Confirm your password 3

4 12. Package code is: PDSOLB9V (the package code is case sensitive and must be all caps) 13. Click on Logon to NoMoreForms 14. If your password does not match what is on file, 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. All internal pages must be opened and then completed. Near the bottom of every page is a red button labeled agree or ok - this is how to complete the pages after info is entered. 17. On the page called IMO-PD Transmittal#10, please complete as follows: NMD: FEG with pc code of a02z7 with of com RGA: FEG with pc code of a037a with of com SGA: leave blank GA: leave blank Agent/Sol: New Agent name, pc code is New Agent ss#,with New agent 18. On the page called application to represent 0612, please do not forget to enter an address. Please note, you may not apply as a corp or business entity. Please appoint as an individual using your ss#. 19. On the page called appointment 9035, please enter FEG as the recruiting organization at the top of the page, enter todays date, and then verify FEG as recruiting organization at the bottom for both (print name and signature). Then please save your info at the bottom. 20. Once you have completed the online sections, you will be given the opportunity to attach your supporting documentation. Supporting documentation is: -Recent AML proof -Proof of e&o -Any state licenses 21. To attach your supporting documents, please read the instructions in the box above the forms where it asks if you would like to review or attach forms, click here once you have attached one or more items, do not forget to click on done, and then return to forms 22.To submit your forms, you will verify all have been completed, then make sure all intended documents are attached, then click on Submit. You will be asked to 4

5 enter your password again, then click submit forms Finally you will be asked to confirm your submission, please click submit forms one more time. 23. 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. Please forward your submission confirmation number to your upline, upline VP, and your upline Founder along with any unattached supporting documents. It will be your responsibility to get the submission conf number to your upline. It will be your upline founder s responsibility to send the information into FEG. DO NOT SEND INFORMATION DIRECT to FEG. 24. Transferring agents: ANICO does allow dual contracting. You are free to transfer if you have no business within the last 6 months. To hold a dual appointment, all agent number will need to be at the same level. It is important to know that by contracting with ANICO under FEG, your level is a solicitor with all commissions paid to FEG. FEG will administer commission on the multi pay grid. 25. AML training must be completed prior to first sale. 26. In order to get paid from ANICO sales, you will need to have an ANICO personal writing number, an FEG agent code, you will have completed the FEG 1099 employee form, the w9. These forms are available online by clicking on the ANICO icon from the carriers Tab at They will all need to be turned in to FEG along with your valid void check in order to receive commissions from ANICO sales under FEG. If you have any questions, please contact your upline recruiter. If your recruiter is unavailable, you may contact your upline VP or upline founder. These contact numbers will be available to you from your my profile page after you are logged into the FEG hierarchy system. For other contracting and licensing questions, please call ext 4. Foresters Fill out Foresters contract from 5

6 ** 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 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. 6

7 ** 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. **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 7

8 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. **Direct upline recruiter must complete the bottom of page2 of the **Only Fax or pages that require writing 8