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General Contracting Support

Trevor McDonald
Updated

I want to resign; how do I terminate my contract?

  • Please fill out this Resignation Form if you want to resign.

  • Reach out to the carriers directly to see what is needed to terminate with them. If you need a transfer or release, please have your new IMO submit a release request to contracting@quility.com and the Contracting team will respond to them accordingly.

    • Please note: once a formal resignation has been received, agents are required to sit out for six months before being eligible to return under a different hierarchy. Agents are free to re-onboard under their current agency without having to sit out. 

  • <Termination>

  • I want to terminate a downline agent. What steps do I need to take?

  • Please click on the Termination Request form for AO use only: (pending JotForm link)

Releases

  • We do not release agents to the following IMOs: NAA, FFL, or Equis. These IMOs also do not release agents to us.

    We will not sign a release unless it is first signed by the other IMO. We also do not sign reciprocal releases.

    Agents who have not written business in six months or more typically do not require a release from the carriers. However, some carriers may require specific release forms. If you’re unsure whether you have the correct form, please contact the carrier directly for confirmation.

How do I change my personal information?

  • Please use the form here Personal Information Update (jotform.com) to create a ticket for the Contracting team to update any personal information like e-mail address, phone number, AML, or EFT.

  • You may also reach out to your agency owner and/or administrator(s) so they can submit a support ticket on your behalf. Make sure to include your full legal name and the type of modification requested, along with your most current contact information.

  • Convey this new information to each of your appointed carriers. Please go to https://hq.quility.com/page/available-carriers for further information.

How do I update my EFT (banking) information?

  • Please click on the Personal Update form: Personal Information Update (jotform.com).

  • Remember to update your Surlc account with your new information.

  • Please present updated EFT documents to the carriers directly.

How do I change my name on file with Quility?

You must include:

  • Copy of insurance licenses with the new name on it

  • Copy of court document with the name change (ex: marriage licenses)

  • EFT information (see attachment) and a copy of a voided check, bank letter, or direct deposit form with the new name change on it

How do I change or update my bank account information?

  • You must reach out to your agency owner (AO) and/or administrator(s) so they can submit a support ticket on your behalf. They will need to upload a copy of your bank document

NOTE: File MUST adhere to the specified guidelines of the accepted electronic fund transfer (EFT]. Click link for information on Acceptable Electronic Transfer (EFT) Accompanying Documents. https://hq.quility.com/cms/document/view/44690

How do I reactivate an agent in Opt?

  • Corroborate the agent’s last active date:

    • If it has been a year or longer, they need to resubmit an application through the Onboarding Portal.

    • If it is less than a year, please reach out to your agency owner so they can submit a support ticket indicating the agent’s full legal name and request for Opt! access.

      NOTE: Projected response within 24 to 48 business hours

How do I shift my agency from person to business entity?

  • If you are looking to transition towards a business entity such as a Corporation, Partnership, LLC, or LLP; please complete the Change to Business Entity Form.

  • ATTENTION: The switch to a business entity entails the following requirements [All of which MUST be in the business’s name]:

    • Business Entity’s Insurance License(s)

    • Business Entity’s Articles of Incorporation

    • Business Entity’s Electronic Fund Transfer (EFT) Information & Document(s) [MUST still adhere to the EFT guidelines in “How do I change or update my bank account information?”]

    • Business Entity’s Anti-Money Laundering (AML) and Errors & Omissions (E&O) Certificate(s) [OPTIONAL]

    • The principal will be the account linked to the Business Entity Account and any downlines under the principal will be set up under the principal. We will need full legal name(s) of agent’s downline(s) moving direct to the business entity.

  • Once finalized in the system, Step 2 with the Contracting department will begin.

    • The level two support team will send new carrier contracts to the Principal of the Business Entity for their appointment request with all applicable carriers.

    • It will then be your responsibility to complete those new contracts asap and send them back for review and complete the Step 2 form sent to your email. This will be informing the level 2 support team of what carrier contracts you have completed.

    • This will prompt them to review your contracts and send them over to the carriers. Once the carriers receive the contract, the processing time can vary depending on the carrier.

NOTE: If you are a new agent still in the process of your application, please update the application itself through the Onboarding portal by selecting Doing business as a Business Entity instead of Individual. Please also note that if you want to receive overrides with certain carriers in Non-Residential States you MUST also be registered under the business entity name in those states and contact NIPR.com about adding these to your account.

Should I inform the Contracting department whenever I renew my license(s) and/or acquire a non-resident license(s)?

  • No, since our systems are directly linked and synchronized with NIPR, there is no need to notify our Contracting department. Most carriers regularly verify license status(es) in real time, but we do recommend communicating with the individual carriers to add any non-resident states to your carrier contract [NOTE: Some carriers may charge an appointment fee]. Please go to https://hq.quility.com/page/available-carriers for further information.

  • SBLI Carrier:
    Agents will need to email quilityagentservices@sbli.com and request the additional states they want to add. IN, OR, PA or UT are the pre-appointment states so that is what all agents are being contracted for at first. The product is not available in MT (temporarily) or NY.

What is or how do I view my agent number?

  • A Quility agent’s number can be located on their HQ profile.

  • Carriers will email or mail agents a welcome letter with their “carrier-specific” agent number, code, or identification (be sure to check through 'spam/junk' folders). Dependent of the carrier, this process can take up to two weeks.

BE AWARE: If it has been more than two weeks without any communication or response, please call the carrier directly for the contracting status. Please go to https://hq.quility.com/page/available-carriers for further information.

How to add a new state license?

  • To add a state license to your availability in HQ/Navigator, first ensure that your state license number has been successfully added to your SureLC account. If you need assistance with becoming licensed in a new state, your agency or upline can help guide you through the process.
  • HQ automatically syncs licensing information from SureLC overnight. Once the sync is complete, your state license will be reflected in your account, updating your availability across all licensed states to quote in Navigator.
  • You can also ask for a 'live agent' in chat to import the state licenses the same day, once added to your SureLC account.

Why will carrier(s) not accept my Anti-Money Laundering (AML) certificate and what can I do?

NOTE: Once the course is completed, you will NOT receive a certificate but may email the same address, or that of any other carrier, and provide them with your completion date]. SUBMIT A SUPPORT TICKET

How do I obtain Errors & Omissions (E&O) insurance and/or inform the Contracting department of my coverage?

  • You can purchase an E&O from https://www.calsurance.com/sfglife. Before making any pre-appointments, you must provide your E&O insurance for carriers who require it. Please keep in mind that the E&O must specify that the coverage is $1,000,000 or more in life insurance. 
    • For HQ, to update your email, address, phone, etc., or send in an attachment for updated documents (E&O, AML, EFT, etc.), please use this link: Link

How do I obtain further information or carrier contracting for Quility Retirement Services (QRS)?

Who or what department might best answer my question(s) about policies, applications, and/or written business?

  • Unfortunately, the Contracting department cannot offer any input on these types of inquiries but would highly recommend you consult your agency owner and/or administrator(s) as they are the best points of contact for such matters. If you need further assistance, please consult with New Business at newbiz@quility.com.

Why can’t I log into my HQ?

  • Agents should be using the email address that was provided on the new agent paperwork. If still unable to log into HQ, agents can click “forgot password” to get a password reset.

  • An agent’s OPT! account will lock if there is no activity in two weeks. Your agency owner can unlock your OPT! account. Please contact them for activation.

  • If an agent hasn’t been active for more than one year new contract paperwork is required. Reach out to your agency owner to receive an invite to our Onboarding Portal.

  • If an agent does not log into OPT! within two weeks, they will be locked out. Please contact your agency owner for reactivation.

NOTE: Very important for returning agents to make sure they log in within those two weeks or the system will set them back to the previous date of login.

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