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Contracting Process
HCMS Portal
You will receive a link to Hierarchy Compensation Management System
(HCMS). Set up your HCMS account prior to starting the contracting process.
Tips:
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Make sure that your information matches what you have on your NIPR profile.
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Please complete the HCMS profile once received, the link is good for 30 days.
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If the link expires please get in touch with your admin for a new link.
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Request carries in HCMS
Appoint with Aetna and John Hancock At the upper left corner, click the plus + symbol and select "Add Carrier". Then add Aetna, John Hancock & Foresters, and submit the request. Please wait 24-72 hours for FFL to review your request
NLC Portal
After setting up your HCMS account you will be prompted to Next Level Contracting (NLC). You’ll need to complete your profile first, all required sections. The beneficiary is in case you pass away, they want to know who to pay your commissions to. In banking make sure you select EFT payment and daily. You can skip the work section. For training- upload your AML certificate if you are done with the training.
Request carries in NLC portal
Once you’re done completing your profile, click on the blue + sign in the top left corner to start a new request. Request the following carriers: Americo, American Amicable, Corebridge (AIG), Mutual of Omaha, Ethos and TransAmerica.
Note:
Make sure to complete the contracting and all five carriers must show as Submitted. If it shows as Draft, that means something is either missing or incorrect. You just have to open the contracting, click “Next” per page, check if something needs to be fixed until you reach the last page where it ask for your signature/signature key and submit.
SURELC Portal
Creating Profile
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Click HERE to register and then log in to your SureLC account.
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Complete your profile section on the left-hand side in SureLC. The required areas will have a red or yellow dot, except for the CE & training section which is required but won’t be marked.
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For CE it is the anti-money laundering training - Upload your AML certificate
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For DBA – Please select Individual. Unless your business has its own license number separate from your own.
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For Finra – Unless you have a securities license the answer is NO.
Special Carriers Contracting
Prosperity
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Your admin will send you a link to get appointed with Prosperity. If you have not received your link, reach out to your admin.
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When completing your contract, please have your updated driver’s license ready and please make sure to finish the 15min Anti-Money Laundering Training Video at the end (no exam for this).
NLG
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Complete the IUL Bootcamp with this link.
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Send a screenshot of you completion to your admin and you will receive a contracting link in 24-48hrs via email