Step 3: Important Documents

Below are some very important documents that you will need when you start dialing and are in the home. We recommend printing each document out and creating a binder to always have these with you.


7-10 business days after you submit your appointment requests in SuranceBay, you can start calling the carriers to confirm the status of your contracts. If any of the carriers give you kick back, please contact your team admin. Click Here for Carrier Contact Info.

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