CARRIER CONTRACTING
It is important to note that most providers operate under a just-in-time (JIT) appointment process. This means that in order to be fully appointed and contracted, you must have active business ready for submission. To expedite your appointment process, please ensure that all your professional prerequisites, such as Errors and Omissions (E&O) insurance, Annuity, Long-Term Care certifications, and any required Continuing Education (CE) credits, are current and in order. Being proactive in maintaining these requirements will facilitate a faster and more favorable outcome in your appointment process.
Steps to Contracting
Click https://app.vantage-platform.com/resources/contracting
Login
Resources
Contracting
Click Box
Follow Directions to Getting Appointed
Companies to Get Contracted with ASAP
F&G
Quantum
Corebridge
Allianz
Ethos
Debt Navigator
Everest - American Amicable
Nationwide
Every Other Company is Just-In-Time
E&O
Errors and Omissions insurance, also called E&O insurance, is a type of professional liability insurance that safeguards against financial damages arising from an alleged error or omission you make while rendering professional services. In layman’s terms, it helps protect you when you make a mistake or forget to do something important that ends up hurting a client. You can search for your own on the internet or you can choose this company. Disclaimer we are not affiliated with Next Insurance.
Any questions about E&O contact the company you are applying with.
Instructions / Other industries / Insurance Agent / 1 Million in coverage
Next Insurance E&O Click here - NEXT INSURANCE
ANNUITY COURSES
Complete the Best Interest Annuity courses for your resident state. This course must be completed for any state you conduct annuity business in as well.
Visit Success CE
Select your resident state
Select - Regulation Best Interest-Annuities
Click Checkout then, Continue to Finish Order
Click Review and Start Taking Course
List of CE Courses
AML
Complete the AML Couse