Power Hour with Super Gwen: Contracting & Getting Appointed

Goal:

Eliminate confusion around contracting.

• SuranceBay overview
• Contracting timeline
• Appointment statuses
  • Submitted
  • BGA
  • At Carrier
  • Producer
• E&O requirements
• FFM requirements
• Welcome emails
• Why appointments take time
• Common contracting mistakes
• Who to contact for what

Takeaway:

Agents understand the contracting process and know what to expect.

Host:

Gwen Szymanski, Contracting/ EX Assistant – PSA

MEET HERE