Contracting & Underwriting
Contracting Information
A new broker must be licensed/appointed with Assurity. If you Haven’t completed the process, please work with your RSC. Your RSC will need the following information:
- Group name:
- Enrollment date:
- Agent/Agency Name:
- Agent number(s):
- Market Code:
- Paid direct or LOA:
- Application state(s):
Licenses
Agents must be licensed prior to soliciting.
Agencies that are receiving the writing commissions of an LOA must be licensed in the states that the LOA is writing in. We do not assign separate agent numbers for agents if the agency is not licensed. The agency needs to be licensed.
Underwriting
Guaranteed Issue participation with our health products start at the greater of 5 applications or 10% participation. Life products require 15% participation. Simplified Issue (SI) underwriting can take place with 3 apps and require health questions.
Please consult the underwriting guides on AssureLINK[LINK] for details on our participation requirements and more information.