AGENT RESOURCES

Agent Compensation Levels

Outlines what each carriers commission levels.  

Personal Production Promotion 

These guidelines outline what it takes to grow your business or commission level. 

Agency & Agent Promotion Guide

These guidelines outline what it takes to grow your business or commission level. 

Income Calculator

Use this tool to set and income goal. This tool will give you an idea of what your lead investment will be based on your income goal. 

Journey of a Lead

This explains how a lead starts at an A lead and then goes to a B and C lead and the time frame.

​LEADS

 LEAD TYPE EXPLANATION 

 LEAD TO INCOME BREAKDOWN 

 LEAD COST 

OVERRIDE GUIDE & PRE-APPOINTED STATES​
 

This guide provides details on what states require license to received override commissions and states that require pre-appointment prior to writing applications, click HERE to download.

Request Access to Equis Lead System (OPT)

         OPT is the software program used by Equis to manage our lead program.

         After you have completed the Surancebay emails you should request access to OPT.

        After you have received the "Verified" email from Equis, you are ready to start buying leads.

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HOW TO PURCHASE LEADS IN OPT.

* TIP - Start Selling Now!

                   You can start writing business as soon as you complete the Surancebay emails referenced above.

You do NOT need writing numbers from the carriers to submit business in most states.

Review the pre-appointment states 

 CARRIER APPLICATIONS BY CARRIER AND STATE