Online Licensing/Appointments

Licensing Processing Guidelines

Not all carrier appointments will be processed immediately, as most carriers require new business submission in order to issue an agent code. Contracting submissions with new business are prioritized to expedite new business. To view processing guidelines please click here.

**Please be aware that most states have LTC & Annuity CE that must be completed prior to dating a client application. You can check here for the state you plan to solicit in or contact us for verification that you are CE compliant prior to taking the application.

**Agent change of addresses must be updated through NIPR and or your resident state insurance department website. Please email all updated contact information to contracting@carylevinson.com

Please be sure to send all documents to the correct department:

Licensing: contracting@carylevinson.com   New Business: apps@carylevinson.com 

Fax- 954.746.9535

Please send all new business to apps@carylevinson.com, or fax to 954.746.9535

New Business is required in order for contracting to be processed. Please contact our office with any questions.

Sell While You Sleep

Sell While You Sleep

Sell While You Sleep

To access online training for the contracting platform please click here, or watch the videos below:

If you have new business to submit please email that to apps@carylevinson.com.

The following carriers do not require E&O for appointment:

Fidelity, Transamerica Family Markets,, American General, Oxford, and United Home Life.

Click Here for AML Training

Important Hierarchy Information: Certain states require non-resident licenses in order to receive overrides.

Click Here to view those states.

Click Here to view Pre-Appointment States by Carrier

Click Here to view carrier advance guidelines, dual and pre-appointment details, scholarship eligibility, and additional appointment guidelines.

 

Earn Free Leads with our Leads for Contracting Program

Click Here to view our Contracting Infographic