A documented checklist so nothing falls through the cracks between "welcome aboard" and your first enrollment. Follow it in order — each stage unlocks the next.
Contracting and carrier appointments run through SureLC, our contracting platform — one account, one data entry, appointments filed across every carrier we represent.
You'll receive an invite to set up your SureLC profile — the platform that powers our entire contracting and appointment process. Your active state license(s) and Errors & Omissions coverage are uploaded directly into SureLC as part of that setup, not as a separate step, so the same documentation carries into every carrier appointment.
We submit your carrier appointment requests under our BBB-accredited agency directly in SureLC — no separate paper contracts per carrier. You can track every appointment's status (submitted, pending, active) right in your SureLC dashboard.
Complete or renew your AHIP certification and any carrier-specific plan certifications required for AEP readiness. SureLC flags which certifications are outstanding for each pending appointment.
Enter your NPN, licensing, and background info once — SureLC reuses it for every carrier appointment instead of you re-filing paperwork each time.
See exactly where each carrier appointment stands — submitted, in review, or active — without waiting on a status email from us.
SureLC surfaces upcoming license and E&O renewals and outstanding certifications, so nothing lapses mid-AEP.
Get logins for the client CRM, call tracking, and scheduling tools used across the agency, plus access to Livmor Plan Analysis for year-round, AI-assisted book monitoring. Full documentation lives in our Tech Resources portal →
Learn how SOAs are logged and how callback confirmations are routed to our compliance desk (Marcus) before any in-home or phone appointment proceeds.
Get added to the recurring meeting schedule — weekly pipeline check-ins and monthly plan/compliance updates.
Work through every stage of our sales process, with mock call recordings for each step.
Sit in on two live enrollment calls with a senior agent before running your own.
Run your first client call with a senior agent listening in for real-time coaching.
You're cleared for independent enrollments, with ongoing support through recurring meetings and best-practice coaching.