New Agent Onboarding

The Onboarding process is simple, and prepares you for contracting with the insurance carriers. You'll need to complete Anti-Money Laundering Training and purchase Errors and Omissions coverage

- use the link below, be sure to save PDF certificates/screenshots.

Watch for your email as it contains the link to complete your onboarding details with ORCA Contracting via Suancebay.

You will also need a Voided Check or Bank EFT Form PDF for your commission deposits.

Any documents not uploaded directly to SuranceBay can be emailed to [email protected]

Essential Training for Success:Understanding AML and E&O Insurance

New Agent Contracting

Once your Onboarding information is submitted, watch your email inbox for Carrier Contracting requests. Some will come from the SureLC, others directly from the insurance carrier, or other contracting services.

Please complete each request ASAP upon receiving them

(they each typically take just minutes).

Also, you will receive an invite to join the GroupMe. One, is the national chat with ORCA Life where you will post your sales. The other is a smaller chat with More Life for any live assistance that's needed. Please accept both invitations and add MLR at the end of your username to identify with your team.