How insurance agent get contracted


The Contracting Department is staffed with trained specialists to efficiently handle all aspects of contracting, licensing and appointments. Our specialists are available to provide you with assistance in state licensing requirements, fee requirements, renewal appointment and non-resident appointment requests. Contact the Contracting Department if you have questions regarding: contract status, appointment/contract effective dates, appointment fees (resident and non-resident), contracting corporations/agencies, and address changes.

Instructions for Electronic Contracting

Financial Brokerage offers a free, industry-leading online contracting system designed to make submitting carrier contracts faster, easier and more accurate. In 10-15 minutes, you can completely be set up to contract with any of our carriers using our online contracting system, SureLC by SuranceBay. For more information, see the below FAQ’s. TO AVOID COMMISSION DELAYS: In addition to state-required training, many carriers require product-specific training prior to submitting new business. For more details, please contact the contracting department at (800) 397-9999. SureLC is a system that manages all aspects of your licensing, contracting and appointment needs and is being offered free of charge to all Financial Brokerage agents. The system provides you up-to-date licensing status for each state license you maintain, as well as up-to-date contracting status with your carrier partners. SuranceBay integrates with NIPR (National Insurance Producer Registry) so you have up-to-the-minute information at your fingertips.

Frequently Asked Questions

This system will upload the majority of your information automatically from the national producer database. In order to start, please have a voided check and a copy of your E&O, declarations page nearby. For those carriers that do not mandate direct deposit or E&O, you are not required to load this information.

No, if you do not have a scanner, you can fax required forms to 402.334.6300. If you do have a scanner, you can upload directly to the system or you can email the forms to In most situations, you can also upload the documents directly into the SuranceBay system or use your computer’s camera for imaging.

No, the program is entirely web-based and installation is not required. The only information you have to “maintain” is your personal information (address, phone, etc.). Everything else is updated for you automatically by our office, the insurance carriers, and NIPR.

The Producer Database (PDB) is an electronic database consisting of information relating to insurance agents. The PDB links participating state regulatory licensing systems into one common repository of producer information. The PDB also includes data from the Regulatory Information Retrieval System (RIRS) to provide a more comprehensive producer profile. This helps to eliminate the entry of your basic license information including address, contact information, etc.

Yes, but each time after your initial login, it will only take you a few minutes to confirm your answers have not changed or to update answers if necessary. You may also be asked a few carrier specific questions depending upon the appointment requested. When requesting a new carrier appointment after your initial login, simply click on the “Appointment Request” tab to do so.

Yes, contact our Contracting Department at 800.397.9999