Plug into a full brokerage shelf for everything beyond the lines you write today — life & annuity, commercial P&C, group health, and retirement. Whatever you specialize in, you can bring your clients more. You bring the case, we place it, and you're credited through overrides and splits on the business you write. You stay the advisor of record.
Request contracting infoRight now those conversations either go to someone else's office or never happen at all. A single partnership lets you say “yes” to all of them — and each line you place is a credited revenue stream layered onto relationships you already own. That's how a book scales: not more clients, but more value per client.
Term, whole, IUL, final expense, fixed & indexed annuities.
ExploreRecurring commercial coverage in every business-owner relationship.
ExploreThe anchor of the benefits relationship — fully insured & level-funded.
ExploreConnect clients to a vetted partner network — no securities license required.
ExploreRequest contracting info below. We get you appointed across the lines you want to offer.
Use the unified intake to send any client's case — with your office attribution attached.
We handle carriers, design, and back office. You stay advisor of record and earn on the business.
We never sit between you and your client. We place the business behind your book and credit you on it — so expanding your shelf never risks the relationships you've built.
Tell us a bit about you and which lines you'd like to offer. We'll follow up with next steps.
We'll reach out about appointment and next steps. No obligation.
Once you're ready to contract, everything is handled electronically through SureLC by SuranceBay. Most advisors finish in 15–20 minutes, and your information is entered once and used across every carrier you appoint with.
Start your electronic onboarding
Open your secure SureLC producer profile to complete your licensing details, background questions, E&O coverage, employment and address history, and direct-deposit (EFT) information, then e-sign the authorization. Everything transfers straight to the carriers for appointment.
Opens SuranceBay's secure SureLC portal in a new tab.
Security: SureLC collects sensitive details (SSN, date of birth, driver's license, and bank account for direct deposit). Enter these only inside the SureLC portal — never by email or fax. The portal keeps them encrypted and sends them directly to the carriers.
What to have ready
Want to review the full packet first?
Download the Producer Setup Packet (PDF) →