One America Financial Contracting |
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Products: Annuities & Hybrid Life & Long-term Care
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Contracting
We use SureLC for contracting with North American. You can make that request above and review our Instructions or YouTube videos for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
Processing will take approximately 7-10 business days. An email will be sent to you from OneAmerica with your new agent number when the approval process is complete.
If you are contracting your agency, you will get two agent numbers, one for the agency and one for yourself personally as a writing agent. Be sure to use your personal writing number when taking a client application.
We use SureLC for contracting with North American. You can make that request above and review our Instructions or YouTube videos for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or [email protected].
Processing will take approximately 7-10 business days. An email will be sent to you from OneAmerica with your new agent number when the approval process is complete.
If you are contracting your agency, you will get two agent numbers, one for the agency and one for yourself personally as a writing agent. Be sure to use your personal writing number when taking a client application.
Demographic Changes
You can email OneAmerica Licensing directly to ask that they update the necessary information.
You can email OneAmerica Licensing directly to ask that they update the necessary information.
EFT Changes
You can email OneAmerica Commissions directly to ask that they update the necessary information. They will likely provide you with an EFT form to fill out and return to them.
You can email OneAmerica Commissions directly to ask that they update the necessary information. They will likely provide you with an EFT form to fill out and return to them.
Add Non-Resident State
To add a non-resident state to your contracting file, you will need to email a copy of that license to OneAmerica Licensing. You will need to make sure that the state appointment is active before you can take any client application.
To add a non-resident state to your contracting file, you will need to email a copy of that license to OneAmerica Licensing. You will need to make sure that the state appointment is active before you can take any client application.