Online Licensing/Appointments

*Due to COVID-19 Several Carriers are experiencing contracting delays, we apologize for any inconvenience.

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 for most carriers in order for contracting to be processed. 

Important Hierarchy Information: Click here to view which states require non-resident licenses in order to receive overrides.

Life Contracting

Annuity Contracting

Sell While You Sleep

Sell While You Sleep

Sell While You Sleep

SuranceBay is excited to offer a free and convenient anti-money laundering course through SureLC, just click on the Training Tab inside Sure LC to learn more!
 
 
To access online training for the contracting platform please click here, or watch the videos below:
If you are experiencing issues with the Flash Add-in please Click Here for steps on how to resolve this issue.

 
 

 
 

 

 

Click Here to view our Contracting Infographic