General Contracting Support
I want to resign; how do I terminate my contract?
Please fill out this Resignation Form if you want to resign.
Reach out to the carriers directly to see what is needed to terminate with them. If you need a transfer or release, please have your new IMO submit a release request to contracting@quility.com and the Contracting team will respond to them accordingly.
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I want to terminate a downline agent. What steps do I need to take?
Please click on the Termination Request form for AO use only: (pending JotForm link)
Releases
We will not release the following and they will not release us NAA, FFL, Equis. We will not sign any release until it's signed by the other IMO first. We will not sign any reciprocal release. Agents that have not written business in six months or more do not need a release from carriers. Certain carriers have specific release forms. If you are uncertain if you have the correct form, please contact the carrier directly.
How do I change my personal information?
Please use the form here Personal Information Update (jotform.com) to create a ticket for the Contracting team to update any personal information like e-mail address, phone number, AML, or EFT.
You may also reach out to your agency owner and/or administrator(s) so they can submit a support ticket on your behalf. Make sure to include your full legal name and the type of modification requested, along with your most current contact information.
Convey this new information to each of your appointed carriers. Please go to https://hq.quility.com/page/available-carriers for further information.
How do I update my EFT (banking) information?
Please click on the Personal Update form: Personal Information Update (jotform.com).
Remember to update your Surlc account with your new information.
Please present updated EFT documents to the carriers directly.
How do I change my name on file with Quility?
Please complete the Name Change Form.
You must include:
Copy of insurance licenses with the new name on it
Copy of court document with the name change (ex: marriage licenses)
EFT information (see attachment) and a copy of a voided check, bank letter, or direct deposit form with the new name change on it
How do I change or update my bank account information?
You must reach out to your agency owner (AO) and/or administrator(s) so they can submit a support ticket on your behalf. They will need to upload a copy of your bank document
NOTE: File MUST adhere to the specified guidelines of the accepted electronic fund transfer (EFT]. Click link for information on Acceptable Electronic Transfer (EFT) Accompanying Documents. https://hq.quility.com/cms/document/view/44690
Reach out to each carrier you are currently contracted with to update their records. Please go to https://hq.quility.com/page/available-carriers for further information.
How do I reactivate an agent in Opt?
Corroborate the agent’s last active date:
If it has been a year or longer, they need to resubmit an application through the Onboarding Portal.
If it is less than a year, please reach out to your agency owner so they can submit a support ticket indicating the agent’s full legal name and request for Opt! access.
NOTE: Projected response within 24 to 48 business hours
How do I shift my agency from person to business entity?
If you are looking to transition towards a business entity such as a Corporation, Partnership, LLC, or LLP; please complete the Change to Business Entity Form.
ATTENTION: The switch to a business entity entails the following requirements [All of which MUST be in the business’s name]:
Business Entity’s Insurance License(s)
Business Entity’s Articles of Incorporation
Business Entity’s Electronic Fund Transfer (EFT) Information & Document(s) [MUST still adhere to the EFT guidelines in “How do I change or update my bank account information?”]
Business Entity’s Anti-Money Laundering (AML) and Errors & Omissions (E&O) Certificate(s) [OPTIONAL]
The principal will be the account linked to the Business Entity Account and any downlines under the principal will be set up under the principal. We will need full legal name(s) of agent’s downline(s) moving direct to the business entity.
Once finalized in the system, Step 2 with the Contracting department will begin.
The level two support team will send new carrier contracts to the Principal of the Business Entity for their appointment request with all applicable carriers.
It will then be your responsibility to complete those new contracts asap and send them back for review and complete the Step 2 form sent to your email. This will be informing the level 2 support team of what carrier contracts you have completed.
This will prompt them to review your contracts and send them over to the carriers. Once the carriers receive the contract, the processing time can vary depending on the carrier.
NOTE: If you are a new agent still in the process of your application, please update the application itself through the Onboarding portal by selecting Doing business as a Business Entity instead of Individual. Please also note that if you want to receive overrides with certain carriers in Non-Residential States you MUST also be registered under the business entity name in those states and contact NIPR.com about adding these to your account.
Should I inform the Contracting department whenever I renew my license(s) and/or acquire a non-resident license(s)?
No, since our systems are directly linked and synchronized with NIPR, there is no need to notify our Contracting department. Most carriers regularly verify license status(es) in real time, but we do recommend communicating with the individual carriers to add any non-resident states to your carrier contract [NOTE: Some carriers may charge an appointment fee]. Please go to https://hq.quility.com/page/available-carriers for further information.
SBLI Carrier:
*Agents will need to email quilityagentservices@sbli.com and request the additional states they want to add. IN, OR, PA or UT are the pre-appointment states so that is what all agents are being contracted for at first. The product is not available in MT (temporarily) or NY.
What is or how do I view my agent number?
A Quility agent’s number can be located on their HQ profile.
Carriers will email or mail agents a welcome letter with their “carrier-specific” agent number, code, or identification (be sure to check through 'spam/junk' folders). Dependent of the carrier, this process can take up to two weeks.
BE AWARE: If it has been more than two weeks without any communication or response, please call the carrier directly for the contracting status. Please go to https://hq.quility.com/page/available-carriers for further information.
Why will carrier(s) not accept my Anti-Money Laundering (AML) certificate and what can I do?
The presented AML course is likely from a provider they do not accept. Please gain access to the LIMRA AML course by emailing contractsandappointments@mutualofomaha.com to request it.
NOTE: Once the course is completed, you will NOT receive a certificate but may email the same address, or that of any other carrier, and provide them with your completion date].SUBMIT A SUPPORT TICKET
How do I obtain Errors & Omissions (E&O) insurance and/or inform the Contracting department of my coverage?
You can purchase an E&O from https://www.calsurance.com/sfglife. The certificate MUST be submitted prior to requesting any pre-appointments for carriers that require an E&O.
Please submit a support ticket to the Contracting department with a clear and legible image of the E&O certificate as a PDF attachment. E&O MUST state that the coverage is for life insurance and $1,000,000 or higher.
How do I obtain further information or carrier contracting for Quility Retirement Services (QRS)?
Please email info@qrscoach.com for ALL QRS related questions and/or concerns.
Who or what department might best answer my question(s) about policies, applications, and/or written business?
Unfortunately, the Contracting department cannot offer any input on these types of inquiries but would highly recommend you consult your agency owner and/or administrator(s) as they are the best points of contact for such matters. If you need further assistance, please consult with New Business at newbiz@quility.com.
Why can’t I log into my HQ?
Agents should be using the email address that was provided on the new agent paperwork. If still unable to log into HQ, agents can click “forgot password” to get a password reset.
An agent’s OPT! account will lock if there is no activity in two weeks. Your agency owner can unlock your OPT! account. Please contact them for activation.
If an agent hasn’t been active for more than one year new contract paperwork is required. Reach out to your agency owner to receive an invite to our Onboarding Portal.
If an agent does not log into OPT! within two weeks, they will be locked out. Please contact your agency owner for reactivation.
VERY IMPORTANT FOR RETURNING AGENTS TO MAKE SURE THEY LOG IN WITHIN THOSE TWO WEEKS OR THE SYSTEM WILL SET THEM BACK TO THE PREVIOUS DATE OF LOGIN.
How to request an agent to go back to advanced commission if they paid off their debt?
Please have AO fill out the Request for Advanced Commissions form. Advanced Commission Form (jotform.com)
How to set an agent to “As Earned Commission?”
Please have the AO fill out the form AS EARNED Request form. As Earned Request Form (jotform.com)