Before you begin you will need the following items:

- A copy of your state insurance license(s)

- A copy of your E & O coverage

- If contracting for Medicare Advantage, a copy of your AHIP certification (if you have not taken your AHIP certification yet, CLICK HERE to save $50 by completing your AHIP through Life Professionals)

- If contracting for ACA / Under 65, a copy of your FFM certification (if you have not taken your FFM certification yet, please CLICK HERE for ACA Onboarding instructions).

Q&A:  How do I know if I need a release or if I need to start the notice of intent process? 

If you have never been contracted or your contract was officially terminated by the carrier, you will not be required to have a release or start the notice of intent process. 

If you are currently contracted under another upline, you will need a release. 

If you cannot obtain a release from your current upline, you will need to start the notice of intent process.

NOTE: Don't Forget! - Actual Carrier Requests Are Done In STEP 2 (You'll be provided those details after completing this Agent File form).