Electronic Appointment Process

The appointment process is the first step in a great relationship with PBG. Our contracting experts generate and submit completed appointment forms to the carriers – saving you time and money. We take the stress out of getting appointed so you can focus on your clients & business.

For faster processing – complete the electronic kit now!

For any questions please call the contracting department at 800-990-5501

Before you begin, have the following:
  • NPN#
  • State insurance license information
  • Voided check for the account where you want commissions paid
  • E&O certificate
  • AML certificate
  • NAIC training certificate (if applicable)
  • Any other documents (State specific, Product training, LTC, etc.) that could apply to your request
Get Appointed

3-Step "How-To" Guide

Step 1

  1. Select “Get Contracted” button on this page.
    This will bring you to a PBG specific link to create your new account.
  2. Select “New User” button.
    Create a “New User” account even if you have an existing account. This ensures your account is associated with PBG and your requests are routed to us.
  3. Provide required information to create an account and follow the system prompts to register.
  4. Once registration is complete, be sure to check the email inbox you used to register for a verification email from setup@surancebay.com.
    Check your spam or junk folder if you do not see this email in your inbox.

Step 2

  1. Log into SureLC
  2. Select “My Profile” button.
  3. Complete the required information on each tab.
    Once the page is complete, the red exclamation point in the respective tab will change to a green checkmark. If the page is incomplete, the red exclamation point will remain. You need green checkmarks for all tabs for a complete profile.

    1. NIPR – Enter your personal information and National Insurance Producer Registry #
    2. DBA (Doing Business As) – Indicate how the carrier should pay commissions. The options are:
      1. Individual – If the carrier will pay commissions to you personally.
      2. Business Entity – If the carrier will pay commissions to a business.
      3. LOA (Licensed Only Agent) – If the carrier will pay commissions to an agency, broker-dealer, etc., who will then pay your commission. You are NOT paid by the carrier.
    3. Questions – Answer the Yes/No contracting questions. Be sure to scroll down the page and answers all questions. If you answer “YES” to any question, provide supporting explanation/documentation.
    4. Licenses – If your state license didn’t populate automatically, add the information here.
    5. EFT – Enter your banking information and upload a voided check.
    6. History (Optional) – Use this tab to track your employment history.
    7. Training – Enter your AML information.
    8. E&O – Enter your E&O information.
    9. Scan – Create an electronic signature and view your uploaded documents
    • Click the “Appointment Requests” button in the upper righthand corner.
      This button will appear with a “Missing Info” message until you have provided all necessary information. Once your profile is complete, the appointment button will appear.

Step 3

Request An Appointment

  1. Select the carrier with whom you wish to be appointed.
    Carriers should be previously discussed with and approved by your sales consultant.
  2. Follow the prompts to submit your appointment requests.

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