Discover The Difference Of An Insurance Brokerage That Puts You First
Unlike other insurance professionals who focus solely on production quantity, we understand that clients are individuals with unique needs. Our culture is centered around family and support, ensuring that every agent and client feels included and supported. This is what sets us apart and makes our foundation so strong. Our founding partners recognized a need for personalized attention in the insurance industry, and with decades of combined experience, we created a brokerage that prioritizes customized solutions and client satisfaction.
WELCOME TO THE TEAM
Let's Get Contracted
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More information available when viewed on your laptop
HERE IS WHERE YOU BEGIN CONTRACTING WITH CARRIERS
Here are the next steps for you to complete contracting.
1. Please be sure to complete contracting from a computer and not your phone.
2. Check your email daily, any information about your contracts will be sent to the email you provided during contracting.
3. How long does it take to get my writing number?
Some carriers will have a writing number for you within 72 hours, others it may take up to Two Weeks. The GREAT thing is as soon as you have your FIRST writing number you can begin writing business!
CREATE YOUR AGENT PROFILE
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This Will Help Speed Up Contracting.
Agent Profile
TAKE THE INSURANCE COURSE FOR LIFE AND HEALTH
Get with the manager you interviewed with for the discount code
You Must Be An Licensed Agent To Begin Your Contracting Process
Start Your Insurance Career
Let's Get Contracted and Protect Families
SECTION 1
Here's What You Will Need:
☐ E&O Insurance?
☐ Complete Anti-Money Laundering (AML) Course
☐ Void Check- For Your Direct Deposits
(You will upload these forms a couple of times)
Your Manager Is The Person Who Gave You This Link or The Person You Interviewed With
Complete Your Contracting Requests In SuranceBay Below
- Make sure you watch the entire SuranceBay Overview Video if you have any questions and then get started.
- Create a New Profile with each SuranceBay link; this includes a new email and password, Request Contracts for all of the carriers listed, and confirm they move to BGA status
- SuranceBay Statuses:
Producer: Go back through and confirm your contract request
BGA: Good Job, you have done it correctly and your contract has been sent to our home office
Carrier: Contracting home office has sent your contract to the carrier
Discarded: Locate the reason, and email: info@thejtgroup.net for help
- Check your contracting request in SuranceBay on a daily basis for any notes on your requests
- SuranceBay Help: HERE
- Keep an eye on your email box for important messages and contracting confirmation from the carriers
- Make sure to look in your SPAM and Promotional folders of your email
THE CHECKLIST
UNDER TRAINING
FIRST APPOINTMENT
REBUTTALS
LISTEN AND LEARN
QUOTE
☐ Complete Contracting.
- Make sure you watch the entire SuranceBay Overview Video and then get started.
- Create a New Profile with SuranceBay, and Request Appointments for all of the carriers, and confirm them until they say: BGA under “Currently At”
SuranceBay “Currently At” Statuses:
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Producer: Go back through and confirm your requested appointments
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BGA: Good Job, you have done it correctly and your contract has been sent to our home office
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Carrier: Contracting Office has sent your contract to each carrier
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Discarded: Locate the reason, and email: info@thejtgroup.net for help
- Check SuranceBay daily for contracting updates with each carrier.
- SuranceBay Help (Scroll Up and click the corresponding button)
☐ Follow up with each carrier in 5 business days after your contract status has changed to "Carrier"
Verify they have all your contracting paperwork and that there are no outstanding requirements.
- Keep an eye on your email box for important messages and appointment confirmation from the carriers.
- Make sure to look in your SPAM and Promotional folder of your email.
Surancebay Reminders:
Dear New Insurance Broker
Choosing the right life insurance or health insurance coverage can be a daunting task for your clients. You will help guide your clients through this process. We take our job very seriously and understand the immense responsibility that comes with helping clients make important decisions. We encourage you to READ, starting with this process. It will put you into practice of reading over the agent guides and underwriting guidelines to help put your clients in the best plan for them and their families Don't rush through the process - All the answers you are looking for are on this page,, IF YOU READ.
Contracting Department
Become An Insurance Broker
We are dedicated to helping independent agents get contracted with carriers to provide families with protection. Our goal is to give agents and clients the support they need to make informed decisions about Life Insurance, Medicare Advantage, Health Insurance, Medicare Supplements, Advance markets, annuities, retirement plans, employee group plans, college plans, and more.
What We Offer
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Life Insurance
We provide life insurance policies that suit your client's needs. Whether they need term life, whole life, or universal life insurance, we offer a variety of options to choose from.
Medicare Advantage
We can help you get contracted with carriers that offer Medicare Advantage plans. These plans can provide your clients with additional benefits that Original Medicare doesn't cover.
Health Insurance
We work with carriers that offer health insurance plans for individuals and families. We can help you get contracted and offer your clients a range of options to choose from.
Retirement Plans
We offer options for retirement planning such as annuities and other investment vehicles. Our goal is to help your clients plan for their future and retire with peace of mind.
And More!
