Getting Started
We are different. We provide overwhelming value to our producers, whether it is our proprietary products, training, marketing, or backend support.
Unlike most IMOs or FMOs, we don’t just accept anyone. We are committed to your success, and we want to make sure you are a good fit. Here is our process…
Complete Questionnaire
Complete a quick, secure online questionnaire so we can learn about you and the type of business you are doing.
Initial Phone Interview
During the initial phone interview, we will confirm your information, discuss contracting level options, and determine next steps.
Sign Agreements
If you are a fit, you will be sent our agreements via email for you to review, sign, and send back.
Complete Contracting
You will then be added to our contracting platform SuranceBay so you can complete and finalize the contracting process.
SureLC™
SureLC™ is the quickest and easiest to use multi-carrier contracting automation system. It is fully synchronized with multiple data-sources giving producers and agencies an automated way to seamlessly perform functions related to licensing, contracting, and appointing producers.
Carriers all ask for the same information on prospective producers: demographic info, licenses, background questions, E&O insurance details, etc.
SureLC™ For BGAsSuranceBay Videos With SureLC™, it takes a producer an average of 7 minutes to input this information. The producer is then ready to request carrier-contracting paperwork for any of the 460+ different carriers that SureLC™ supports. Approved producers can then use this portal to submit changes, making sure agencies have your most up-to-date information on hand at all times.
BENEFITS AND FEATURES
- Saves you time by auto-populating your information from third-party sources such as:
- NIPR
- LIMRA
- ClearCert
- State Licenses
- Comprehensive transmittals: Includes all requisite transmittal forms for each carrier
- Automatic updating of all carrier contracting paperwork
- Imaging: Optical character recognition and image recognition enabling uploaded documents to be recognized and auto-sorted in a matter of seconds
- 100% paperless e-Signature support
BEFORE YOU BEGIN
Please gather the following documents so you can upload them if not already populated:
- Copy of Insurance License(s)
- E & O Insurance Certificate
- Copy of a voided check so your commissions can be directly deposited
- Clear COLOR copy (BOTH FRONT & BACK) of your current Driver’s License
- Copy of your AML Training Certificate
HERE TO HELP
If the tech stuff gets in the way and you need help setting up your producer portal. Please email contracting@fsgmo.com and we will help you out.
CONTACT US
Interested in learning more? Leave us a message and one of our business developers will reach out.