San Diego (800) 294-9936
Los Alamitos (800) 458-3202
Portland (503) 233-8661
infbtwittericon

Contracting & Appointments

Contracting with McQueen Kalligan Insurance Services is now easier than ever! 

After reading the instructions below, click the link to the right to get started.

McQueen Kalligan Insurance Services is pleased to offer the industry‚Äôs leading contracting system, SureLC. SureLC offers a simplified process that manages all aspects of your licensing and contracting needs by making it easier, faster and more accurate.
  • Enter your data once into a secure online system, and it can then be used to complete future contracting paperwork.
  • Automatically integrates with NIPR (National Insurance Producer Registry) to provide up-to-date state licensing and carrier appointment information.
  • Can provide notifications to you when state licenses are to be renewed.
  • Online contracting available with all of our core carriers.
  • As you contract with new carriers, only the information that is unique to that carrier will be needed.
  • You can complete your agent profile, from start to finish, in less than 15 minutes.
alt alt alt

What do you need to get started?

  1. Computer with scanning ability or fax machine
  2. E & O information (Declaration Page, individual and agency, if applicable)
  3. Voided Check to go with the EFT form.
  4. LIMRA password (if you wish SureLC to pull your information)- This is for the AML (Anti Money Laundering certificate- Must be within 2 years)
  5. LTC Partnership Training CE Certificate- Many states require this, even for the LTC rider on a life policy. 

For additional information, you can view the Training Video (below), review the User Manual or contact our licensing specialist for assistance.


 

AimcoRGroup.com Member