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Simplified Contracting

Introducing SureLC, a New Simplified Contracting and Appointment Process!

  • Complete the Producer Setup Packet. We will use this to get you contracted with one or more carriers.
  • We will no longer need copies of your state licenses as we can obtain these electronically.
  • Any time a new carrier contract needs to be added, we can accomplish this without any additional carrier paperwork (occasional updates will be requested).
  • For additional carrier contracts and state appointments after your initial request, you can simply send an email to licensing@ubsnet.com.

Download PDF Producer Setup Packet (fillable and savable in Adobe Reader)

 

Please Note:

  1. Pre-appointment carriers/states will still be pre-appointment. Please make sure you allow enough time for contracting prior to taking an application.
  2. Processing time at the carrier will not change.
  3. In order to use SureLC contracting, commission direct deposit will be required.
  4. SureLC cannot be used for contracting with our disability carriers.
  5. SureLC contracting cannot be used for Wirehouses & Broker Dealers.