Your New Contracts starts here

Request A New Carrier

Important!

Please acknowledge the two bullet points below before continuing with this request:

Your Upline must be Licensed and Contracted in your (the downline agent's) resident state
You may only request the Carriers / Products that your Upline is currently approved and active with

I confirm that I understand the above conditions and acknowledge that I have spoken to my Upline/Manager about which carriers I should get appointed with. *

Required

Who is Submitting this request? *

CRITICALLY IMPORTANT!

Please ONLY include the AGENT information in the fields below.
DO NOT put upline contact information or any other contact information in these fields
If information other than Agent information is provided, our internal systems will not recognize the Carrier Request

AGENT INFORMATION

First Name (As it appears on your NIPR license) *

Last Name (As it appears on your NIPR license) *

Email *

Please enter the Agent's email used in onboarding.

Mobile Phone *

Please enter the Agent's phone number used in onboarding.

CARRIER REQUEST

Compensation Level/Title represents your Impact Legacy Group Compensation, some carriers/products may vary - See grids in Impact Link

Contract Selection

Please use the field below to select all contracts needed for this agent.

Carrier Contract Selection *

PLEASE NOTE: All carriers marked “(JIT)” are just in time with Advisors Excel, and REQUIRE business to submit BEFORE requesting contracts. If you have business to submit please indicate that in the notes below.

Please note any additional details needed for contracting below:

ACA

Before moving forward CLICK HERE to reference available carriers by state.

ACA Contract Selection

Which states are needed for ACA contracts

Existing or Previous Contracts

Have you been contracted with any of these carriers before? *

What Carrier were you contracted with, and at what commission level?

Do you have a release?

If you are beyond 6 months from the last time you wrote business or received overrides, then the carrier may not require a release

Upload Your Signed Release from your previous IMO/Upline

What Happens Next

Once submitted, and Verified, you will receive an email with contracting invitations for the carriers/ product affiliated with your agency. - Look out for your contracting Links.(Check Spam/Junk) Be sure to complete All carrier contracts ASAP
Impact Contracting Team receives all completed contracts, processes and sends them to the carrier for final approval and a writing number. - Connect with our Impact community and continue training
You will receive an email from the individual carrier with Your writing number and login information to their specific carrier portal. - Navigate to carrier portals, Save Login information and begin serving clients