Follow Our 3 Step Contracting Process
Step 1: Complete The Contracting Packet
Option A – Download the Producer Contracting Packet, complete, sign, and send back.
Option B – Complete the Producer Contracting Packet via DocuSign. Contact the Contracting Department at 949.863.0700 or licensing@broadtowerinsurance.com for information.
Step 2: Review Additional Requirements
- AML: The AML (Anti-Money Laundering) refresher course must be completed on a yearly basis. This training can be done online at https://knowledge.limra.com/LimraLogin.aspx or with a 3rd party vendor.
- Annuities and LTC: Be sure that any state mandated continuing education is current. Many states require follow up C.E. every 2 years. Applications from agents with non-current C.E. will be rejected and returned to the carriers as mandated by the Department of Insurance in that state.
- Annuities: According to NAIC Model Regulation 275, each agent is required to complete product specific training modules through each insurance carrier prior to the date of an annuity application. Applications from agents who have not completed the training will be rejected and returned by the carriers, according to each state’s requirements.
- E&O and $1M coverage
- Reg187 training for NY cases
State Requirements
Step 3: Submit Completed Contracting Packet
Simply follow the instructions on the first page of the packet, including filling out all applicable pages of the packet. Then submit your completed packet in either typed (PDF) or hand written fashion to the Broadtower Contracting Team.
Contact Our Contracting Department
2860 Michelle Drive, Suite 150
Irvine, CA 92606
949.863.0700
licensing@broadtowerinsurance.com