7 Step Start-Up Program

ON    STEP 

1

1

GET CONTRACTED

Get appointed with our core carriers to begin writing business

VAULT.jpg

Obtain Errors and Omissions Insurance

  • ​This insurance helps to protect against claims arising from the sale and servicing of insurance products.  E&O is required to contract with most of our carriers.

  • ​Equis Financial & Sky Point Financial Group have a special group pricing arranged with 360 Coverage Pros.  They will set up monthly installments for this coverage.

  • Save a PDF Copy of your coverage certification

VAULT.jpg

Complete Required AML Certification

  • Complete the REQUIRED Anti Money Laundering training. We ONLY except the RegEd AML, no other AML will be accepted even if obtained recently.

  • This is a FREE course for you.  

  • 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.

  • Upon completing the course take a screenshot and save it and convert as a PDF in upcoming steps.

VAULT.jpg

Gather and Convert Required Documents

  • Gather and Convert all these documents as individual PDF's:

    • Copy of Driver's License​

    • Copy of state insurance license(s)

    • Voided Check- # must be over 100 or Bank Deposit Letter 

    • E&O Certificate

    • AML Certificate or Screenshot if you have one. No need to purchase if you are brand new.

VAULT.jpg

Contracting Packet Questions

  • The insurance carriers require each appointee to complete background questions to process your application for appointment.  

  • You will also upload all of the pdf required documents from the previous step into your background profile.

  • Make sure to provide a detailed explanation of any "YES" answers.

  • You will email the packet to Sarah Walker at: Sarah@psigroups.net If you have any issues or questions please contact her via Email.

VAULT.jpg

Sign-off On Your Carrier Contracts

  • Once your background profile is complete, our office will review and complete your individual applications to the carriers.  

  • You will receive individual emails from Surancebay.  Some additional questions may be required for each individual carrier.  

  • If you are NOT in a pre-appointment state, you are GOOD-TO-GO.  This means you can start writing business immediately.

  • Keep each carrier number and login for your records.