🏁 Step 1
Prerequisites (Complete Before SureLC)
Get these done so your contracting goes smoothly.
- Find your NPN #: NIPR Lookup
- Finish your AML training: AML Course
- Get E&O coverage: E&O Quote
Getting Started with Gameplan Financial
Welcome to the team! Your first step is to log into the Getting Started with Gameplan Financial course. It walks you step-by-step through contracting, setting up your accounts, and preparing for your first sales week.
Pro Tip
Move through the membership lessons in order — it guides you from account setup → contracting → first calls → your first policy submitted!
🧾 Step 2
SureLC (Contracting Portal)
After finishing the membership course steps, complete your SureLC profile and request your initial carriers.
Important Notes:
- Best completed on a desktop or laptop.
- License must be active 72 hours.
- SureLC syncs mid-week & weekends.
- Use new user if previously under another IMO.
📧 Step 3
Follow Up with Carriers
Follow up with all carriers 3–4 business days if you don’t get emailed a welcome email. Follow up is crucial.