Independent Planners Group uses an electronic contracting package to facilitate advisor appointments utilizing the services of SuranceBay. This service is directly connected to FINRA BrokerCheck and National Insurance Producer Registry (NIPR) which provides almost real-time domestic and foreign state license and appointment processing feeds. Once you are entered into their system, we can contract you with any carrier, eliminating the need to complete insurance carrier specific appointment paperwork. Going forward, you simply email or call us with appointment requests, and we’ll handle it from there.
You will need the following information/documentation handy:
- E&O Certificate of Coverage. If you don’t have current E&O, please visit NAILBA E&O Insurance Program for coverage quotes.
- A Voided Check for direct deposit, if applicable (so carriers can pay you electronically) (note – name on EFT forms must match name on voided check)
- Copy of Anti-Money Laundering Certificate/proof of completion document if not completed via LIMRA. To complete through LIMRA.
- Current CE training certificates required for LTCi and/or Annuity sales (if applicable)
Required Product Training and NAIC State Annuity CE training must be completed prior to submitting annuity business:
TRAINING LINKS & INFORMATION
Feel free to contact our contracting department at 800.352.3358 with any questions or if you need assistance with SuranceBay. Or if you would prefer, you can fill out a Producer Set-up Packet and fax it to us.