Contracting
Everything you need to introduce, train, and support your team is organized below.
Get Ready Now
Ensure your team is fully approved and ready for Open Enrollment Period (OEP), when timelines are tighter and producer capacity is limited. Follow the steps below to get your agency and producers set up.
Who Needs to Be Contracted
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To participate, both your agency and individual producers must be contracted
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Your agency must be appointed
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Producers must be licensed and appointed to sell health insurance in their respective states
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How to Get Started
Step 1: Begin Contracting
Work with your upline agency or contact our sales team to contract directly with Assurity. It only takes a few minutes to start the process.
Step 2: Submit Required Information
Provide the required licensing, appointment, and agency details for review.
Step 3: Confirm Approval
We’ll review your information and let you know once you’re approved and ready to proceed.
Timeline
Start the contracting process now to allow time for review, approval and team preparation. During OEP, turnaround times can tighten and it becomes harder to prepare your team effectively.
• Ensure approvals are in place
• Prepare and train your team
Doing this helps your team confidently introduce Accident and Quick Issue Critical Illness during their enrollment conversations.
What Happens Next
Once contracting is complete, you can prepare your team.
• Train your producers using the Training & Sales Tools
• Begin introducing Accident Insurance and Quick Issue Critical Illness Insurance during ACA enrollment conversations
• Use Marketing & Launch materials to support your rollout
Need Help?
If you have questions or need assistance getting started, your regional team is here to help. Call Sales Support »