The 300 Financial Group Agent Portal is an online tool of resources available to life licensed agents.

The Portal is to help you get answers, quotes, and forms most relevant to building your professional business.  The informational available will assist you on a variety of topics and is regularly updated as information changes.

For now, if you have specific questions please email us at: salessupport@300fg.com

Click Here for Agent Portal

SIMPLE ONLINE CONTRACTING THROUGH SURELC.

This industry leading software allows you to enter all of your main information just ONCE and it will populate the contracting forms for all of the carriers you wish to represent. It’s that easy! If you’ve already completed the initial packet and just want to add an additional carrier appointment, it’s even easier! Just follow the instructions below for “additional appointments.”SureLC works with the National Insurance Producer Registry (NIPR) so you will have real-time access to licensing statuses for each state license you maintain as well as up-to-date contracting status with your carrier partners. See the Videos below to help guide you through the process.

Before you get started, you will need to have the following items for being appointed:

  • Anti-Money Laundering Certificate (AML)
  • Annuity CE Training Certificate (if applicable)
  • E & O Certificate
  • LTC Continuing Education Certificate (if applicable)
  • Tax ID Number

FIRST-TIME APPOINTMENTS

Getting appointed has never been easier, faster or more accurate. Just follow these simple steps:

  1. Click on the “Get Appointed Now” button
  2. Click on the New User link, located below log-in credentials
  3. Follow the directions to create your user account (remember your log-in information for future use)
  4. Complete your profile as DBA Individual including your E&O, and signature as well as any other necessary information
  5. Click “Request Appointment” and complete the appointment request for the carrier you wish to be contracted with.

ADDITIONAL APPOINTMENTS

Requesting additional appointments is even easier than your initial appointment. Just follow these simple steps:

  1. Click on the “Get Appointed Now” button
  2. Enter your log-in credentials
  3. Select ‘Appointments’ and choose the carrier you wish to be appointed with and proceed with the appointment request.
  4. Once you have fully completed the appointment request, we will be notified to complete your contracting request.

NON SURELC APPOINTMENTS

Some Providers do not use the SureLC system for contract appointments, they do it the old fashion way, paper. Please send and email to contracting@300fg.com and request an electronic or paper application today.

  1. NLG/LSW Contracting

For now, if you have specific questions please email us at: contracting@300fg.com

SureLC Introduction Video
How to Register on SureLC
How to Request an Appointment
SureLC Contracting As An Individual – Click Here