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You must be appointed with an insurance carrier before an application can be taken. Carolyn and Felicia will work closely with you and each of the carriers to ensure your appointment goes smoothly. Your marketer should provide you with the appropriate contracting forms for the carriers you wish to represent or you can download them. We attach a checklist and attached it to each of the carriers’ kits so you’ll know exactly what is required to process your appointment.
Simply fax your completed forms along with all other required documents (e.g. state insurance license, E&O certificate) to our licensing department at 781-740-9778. Upon receipt of your forms, one of our licensing administrators will contact you to confirm receipt and advise if your forms are “in good order” or if additional information is required.
We will submit your forms to the carrier then notify you once your appointment has been approved and provide you with your new agent code. It is important to note that if for some reason your appointment is denied, our licensing administrators will work with you to resolve the problem.
If you are currently appointed with a carrier through another organization it is still possible to transfer your appointment to dmi Although each carrier’s rules regarding transfers vary, most allow a transfer if you have not submitted any business within a specified time-frame (e.g. six months). In that situation, no action is required on your part other than to follow the appointment process outlined above. If you do not meet the carrier’s guidelines for a transfer, you will be required to obtain a “release” from your current marketing organization. If this is required, please work with your account executive at dmi who will work with you and your current marketing organization.
IMPORTANT NOTICE! If you are currently with a Broker Dealer that requires your FIA business to be conducted through the BD you may need different L&C paperwork. Please call our marketing desk and they can verify and e-mail you the correct paperwork required. To request additional information, contact Carolyn Cormican or Felicia Joseph at 800-322-6342.
To download licensing/contracting forms, please click on the links below:
AIG Life & Annuity Agent Licensing
American National Life General Agent Licensing
Aviva Life General Agent Licensing
Banner Life Agent Licensing
EquiTrust Agent Licensing
Fidelity Life Producer Licensing
Forethought Life General Agent Licensing
Ft. Dearborn GA Licensing Kit
GenWorth GA Licensing
Great American GA Licensing
ING Reliastar Life Producer Licensing
ING USA Annuity Agent Licensing
Integrity Life General Agent Licensing
John Hancock Agent Licensing
Liberty Life Insurance Agent Licensing
Lincoln Benefit Life General Agent Licensing
Lincoln Financial Agent Licensing
LSW/NLV Licensing
MetLife General Agent Licensing
North American Agent Licensing For Life & Annuity
Old Mutual General Agent Licensing
Principal Life General Agent Licensing
Protective Life Producer Licensing
Prudential GA Licensing
RBC General Agent Licensing
Standard Life of Indiana General Agent Licensing
Sun Life Financial - Annuity General Agent Licensing
Sun Life Financial - Life General Agent Licensing
Symetra Financial General Agent Licensing
United/Mutual of Omaha General Agent Licensing
US Financial Life Agent Licensing
West Coast Life General Agent Licensing
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