LICENSED AGENTS START HERE.

To receive TEXT NOTIFICATIONS from Equis, text the word EQUIS to 797979

Weekly Conference Calls

It is very important you are on every one of these calls.  Confernce Call Schedule   or reference to the conference call tab for dates and times.

Getting the Ball Rolling with Step 1- Contracting

 



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    STEP 1 - CONTRACTING (insurance license required)

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Complete the 3 TASKS below to have your Contracting documents submitted to the carriers, full access to the Equis Financial Lead System.

YOU WILL START WITH REQUESTING THESE CARRIERS 

🔲  Foresters

🔲  Government Personnel Mutual (GPM)

🔲  Americo (requires E&O)

🔲 Mutual of Omaha (MOO)

🔲 American Amicable (AM AM)

🔲  CFG (If you are in PA you will need to send an email to processing@equisfinancial.com and let them know put your contract through otherwise you can submit a paper application and write PENDING for writing number), otherwise you can write prior to having your writing number.

  1. Carrier Contracting 
    >Carrier Packet/ Carrier Contracting Profile (Received from Equis)  Complete and return
    >
    GPM Contracting -   The GPM contracting link will come from the Equis office 2-3 days after you receive the Surancebay emails.    You must fill out and submit the contract for it to be processed.                        GPM can take up to 3 weeks to send you your writing number.                                                                    GPM requires you to have a writing number before you can write your first app.                                                                

  2. Surancebay Emails      
    > Surancebay is the online system we use to transmit your contracting info to each carrier
     to download the Carrier Contracting Check List. CLICK HERE
    Text/email this document to your manager when Surancebay emails are complete.>​​
    > You will receive an email through Surancebay to confirm each carrier contract. You must open and confirm each email.                                                                                                                                                                

  3. 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, and you have completed the Guided Start Up, 
    you should request access to OPT. > After you have received the "Verified" email from Equis, you are ready to start buying leads.  Send an email to Kim Reaber  kimreaber@gmail.com and cc your manager to request access to the Equis lead system.


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 with your manager.


 

 CLICK HERE to download a Carrier Contracting Check List.  This is handy to keep around as there are several different carriers to know the agent number they will issue.
​​Email this document to your manager when Surancebay emails are complete.
 After your Contracting Packet is APPROVED, you will receive a emails through Surancebay to confirm each carrier contract. You must open and confirm each email.               

Watch This Video First Before Moving to Step 1

***PLEASE DO NOT TEXT NICK AS HE IS NOT IN OUR GROUP, TEXT YOUR MANAGER WHO HIRED YOU.   As he is allowing us to use this as a training video***

 

* Download the NEW AGENT CHECK LIST  

 

 

 

Documents you will need for your Contracting Profile

  • Copy of your insurance license (& any Non Resident Licenses you hold)

  • Copy of your drivers license

  • Voided check

  • AML (Anti-Money Laundering) Certificate  * See below on how to obtain your AML

  • E&O Certificate if you have one or if you need one see below for link.

  • ​AML (Anti-Money Laundering) certificate  

    • ​​​Equis Financial REQUIRES Anti Money Laundering. We must have the RegEd AML only, no other AML will be accepted even if obtained recently. This is a FREE course

    •  you will be presented with an option to use this course for Continuing Education with your state. You will want to opt out of this as this particular AML Course cannot be applied for CE credits. Equis will also not be responsible for any fees accrued outside of the RegEd AML course.

    • Go to  https://secure.reged.com/Login/vu/VirtualUniversity/EQUIS

      • Register

      • Select New Courses and CE Credit

      • Check box for I DO NOT want to receive Insurance and/or Professional Designation CE Credits

      • Check the box for Anti-Money Laundering

      • Proceed

      • Submit your order

      • Go To Course

    •  Upon completing the course take a screenshot and upload to your Contracting Profile.

Errors & Omissions Insurance (E&O

    • ​This insurance helps to protect against claims arising from the sale and servicing of insurance products.  E&O is not required to contract with some of our carriers but is highly recommended.  

    • ​We recommend using the NAPA, National Association of Professional Agents.  You can access their information HERE and clicking on the Life & Health Agent E&O button. 

    • Reminder: For any annuity or IUL carriers your E&O also needs additional coverage for fixed/indexed annuities.

YOU SHOULD HAVE RECEIVED AN EMAIL FROM EQUIS ON CONTRACTING.  IF NOT CONTACT YOUR MANAGER!

NOW THAT YOU HAVE COMPLETED CONTRACTING,

NOW ITS TIME TO DIVE INTO THE SALES

NEW AGENT GUIDED STARTUP

​This training website is designed to equip and empower you to have a fast start in the mortgage protection industry.  The information and tools on this site will prepare you to "DO" the job.  As your managers, we are here to help you take these tools and resources to show you "HOW" to be successful in your very first week here with The Reaber Agency.  Under each tab, you will find a brief message explaining what to do to maximize your learning potential and develop the skills needed for success.

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Kim Reaber

714-745-4415

kimreaber@gmail.com

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