Get Contracted through SuranceBay

You will also need the following to complete your contracts:

  • E&O Certificate (may be requested below)
  • Voided Check
  • LTCI CE Certificate (for LTC appointments)
  • Tax ID number (If contracting an agency)

Contracting FAQs

What is the general processing time for a contract?
Contracts generally take 5-7 business days to be processed. Some may take longer depending on background checks and other factors outside of our control. We follow-up on contracts to ensure they are being processed as quickly as possible.

Who can I contact regarding Contracting status or questions?
We’re always happy to help! Contact The our Contracting Department by sending us a message or by calling 800-442-4915.

Can I check the status of my appointments on SuranceBay?
At this time, no because SuranceBay completes the paperwork. However, please contact our Contracting Department for contracting status updates or for other questions.

What is a JIT (just in time) appointment?
A JIT appointment is a contract that will be processed when your first piece of business is submitted.

Can I transfer an existing contract to The Brokerage?
Yes, you can transfer contracts. However, carriers have different policies and procedures for transfers. Please contact our Contracting Department to learn more.