Contracting
Everything you need to introduce, train, and support your team is organized below.
Get Ready for Annual Enrollment Period
Starting early helps ensure your team is fully approved and ready before peak Annual Enrollment Period (AEP) activity begins, when timelines are tighter and producer capacity is limited. Follow the steps below to get your agency and producers set up ahead of enrollment.
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 Accident 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. As AEP approaches, turnaround times can tighten and it becomes harder to prepare your team effectively.
• Begin contracting early so approvals are in place before AEP
• Use this time to train your team and prepare for rollout
Getting this in place early gives your team more time to train, prepare, and confidently introduce Accident Insurance during their enrollment conversations.
What Happens Next
Once contracting is complete, you can begin preparing your team.
• Train your producers using the Training & Sales Tools
• Begin introducing Accident 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.