Your first step is to get through CONTRACTING. This should only take 1 hour and we expect it to be knocked out within the first 24 hours of our offer.
Contracting Step by Step:
CLICK LINK TO CONTRACT!!
1 - CLICK HERE to go to TLG’s Surlec homepage.
2 - Your first step in Surelc will be to create a profile. (Select “REGISTER NEW ACCOUNT” on the homepage to do so.)
3 - Once you’ve created a profile, you’ll work through the tabs on the left hand side. The goal is to eliminate all red dots.
*NOTE: you will be prompted to purchase E&O insurance we use a group policy with calsurance. You will need this for contracting with americo at top contract level
4 - As part of this process, you will need to upload a voided check. If you do not have a voided check you can use a direct deposit slip.
5 - Your last step will be to request appointments. This can be found at the bottom of the left hand side bar. If you are not seeing it, you need to scroll down on the menu bar.
You must fill out the info for each carrier individually, but make sure that you request ALL carriers. The carriers are:
*American Equity, Americo, CFG, Fidelity and Guaranty, Foresters, Gerber Life, Great Western, Mutual of Omaha, Nassau Re, TLG CVS/ AETNA, and TransAmerica.
NOTE: You will be asked about AML training when filling out contracts. If you have not completed AML training, you can just say no and move forward.
6 - You’re done! If you haven’t already, reach out to me and let me know you’ve finished contracting. I’ll make sure all the i’s are dotted and give you your next steps!
*scroll down* to watch a quick video that will walk you through completing your surelc requirements. If you are running into any questions about what you need to complete on surelc’s website this video will give you a visual guide through the process.
Remember, it should only take an hour. Get it done ASAP!
REMEMBER TO ADD YOURSELF TO YOUR MANAGERS TEXT BLAST.
If you have questions about contracting, I’m here to help! Call or text me at
(610) 805-6491 or feel free to email me. draw1holdings@gmail.com
Finally, make sure to hop onto our weekly conference calls so that you can stay plugged in with TLG as you go through contracting!
MONDAY 11 AM EST - tlg gt live 11-12 pm est zoom link will be blasted out
TUESDAY 6 pm est LIVE DIALS with the agency - link will be blasted out
Wednesday Winners virtual zoom sales training ( required for new agents ) 30 MIN
Wednesday 8:00 pm EST: link will be sent out
host: hosted by our GT- MANAGERS
Friday 10 am EST (required for new agents ) 1 HOUR
30K Mindset Call
Phone number: (980)265-0687
Code: 935476