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Contracting & Appointments

Complete your presale requirements

To sell Assurity products, you must be licensed and appointed with Assurity, and your Errors and Omissions (E&O) coverage must be up-to-date.

If you have submitted a group or are submitting a group and haven’t completed the contracting and appointment process with Assurity, please work with your Regional Sales Coordinator (RSC). Your RSC will need the following information from you: 

• Group name 
• Enrollment date 
• Agent/Agency name 
• Your Agent Number (if one has been assigned) 
• If you are paid direct or are on a Licensed Only Agent (LOA) contract 
• Application state(s) 
Contracting_Appointment

Licenses

Agents must be licensed prior to soliciting. Agencies that are receiving the writing commissions of a Licensed Only Agent (LOA) must be licensed in the states that the LOA is writing in. We do not assign separate agent numbers for agents if the agency is not licensed. The agency must be licensed.

Situs States

Washington agents have to be licensed in these states if there are employees applying for coverage.

Contact your RSC with questions