Welcome to the Final Expense & Mortgage Protection team.

We’re excited to have you on our team and with your hard work and commitment, we’ll help you achieve your goals.  We are not your employer but your partner in business and together we’ll win.  We don’t win unless you do! 

It’s important that you get plugged into our process and reach out to your direct manager and upline whenever you need help. Your success is important to us.

Please take the time to review the steps and watch the videos here.  There is a ton of valuable content right here at your fingertips that is available 24/7.

Here are the next steps to get you started and plugged into the team.

Please follow and complete each required step.

1. Register and Get Contracted with Insurance Carriers

You should have received a welcome letter with a Registration link to register with our agency.  Complete the new agent registration to get contracted and to gain access to the training and leads platform:

1. Register to get contracted with FE & MP carriers (Click Here)

2. Register with us and complete your profile in SuranceBay

    • Check your email from our contracting department with a link to complete your Sure LLC profile. Important note: If you get an “Flash Player” error with this link go into your browser’s settings and allow “flash player” links to load.
    • If you have an existing SuranceBay account you will need to create a “New User”  registration profile using this specific link. Create your profile and that’s it. When you complete your profile in SuranceBay make sure you have all Green check marks (except “history”) at the bottom.
    • Request Carrier Appointment: After your profile is request appointment from the following carriers only to begin with.  We have other carriers that we will get you contracted with as you begin writing business.

Newly Licensed Agents: Chose the “New User” button. Then follow the instructions to verify your producer identity from the National Insurance Producer Registry. The system will then send you an email with a link to complete step 2 in the process.

Existing Agents: Even if you have used the SuranceBay/SureLC system previously, you MUST register as a new user. Chose the “New User” button. Then follow the instructions to verify your producer identity from the National Insurance Producer Registry. The system will then send you an email with a link to complete step 2 in the process. All of your previous information should populate into your new account so you don’t have to enter everything from scratch.

Enter or Update ALL your information in SureLC system. It is very important to answer ALL of the questions and upload ALL of the requested documents. ** VERY IMPORTANT: Make sure to complete the DBA section so that you are prompted to enter/upload your banking info so there are no delays in getting your commissions paid out to you. Make sure your name is on the voided check.  If you use a company name your personal name needs to be on the voided check otherwise the carriers won’t approve it.

What you need to complete your profile in SuranceBay. 

      • Driver license or government ID
      • AML Certificate – Copy of your current AML Anti Money Laundering certificate (within the past 12 months). If you need Complete your AML go to: https://www.americanamicable.com/internet/aml/amllogon.php
      • Insurance License – Copy of your resident insurance license & NIPR #
      • Voided Check – Copy of a voided check of where you want your commissions to be deposited to – make sure your name is on the check.
      • E&O Insurance – Copy of your E&O insurance. There are several places to get your E&O. Here’s one company. Purchase E&O

2. Get plugged into our training and support

Get plugged into our training and support: These resources are how you will learn, get support, and collaborate with other agents. 

Results show a 77% higher commission with agents that use our training and support resources. 

Become familiar with our training websites:

  • Team training site:OnlineAgentMentor.com.  This is one of our primary training resources and agent tool for the field.  Save it to your browser and mobile phone.

Join our private agent sales support groups to receive answers, product recommendations, and sales insights.