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| **Products:** Accidental Death, Annuities, Critical Illness, Dental, Vision & Hearing, Disability, Final Expense, Long-term Care, Medicare Supplement & Whole Life |  |
* Contracting
* Transfer Release
* Demographic Changes
* EFT Changes
* Add Non Resident State
* AML & Partner Training
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**Contracting**
We use SureLC for contracting with Mutual of Omaha. You can make that request above and review our **** or ****for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or ****.
Processing will take approximately 3-5 business days. An email will be sent to you from Mutual of Omaha with your new agent number when the approval process is complete.
MT and PA are the only states where you must be appointed in that state prior to taking a client application.  Effective 9/6/22, simply email Mutual’s special **** account to request that these states be added to your contract.  They will get the request set up immediately but they must have a formal request to add these two states.  They will no longer need to wait for the state’s Department of Insurance to confirm anything, which has been the real delay in most requests.
**Transfer/Release Policy**
A Mutual of Omaha Transfer Form is needed if the agent wrote business within the past 6 months or has contracted with current upline within the past 6 months.
See detailed transfer guidelines here.  The last page of this file is the Transfer Form to fill out - **.**
There is also a **** which can be used if an agent cannot get a signed release.  By sending in this form, the agent can continue to write business under their current hierarchy.  At the end of six (6) months, the new upline can send in new contracting for the agent and the contract will be moved with no interruption in being able to write business.
**Demographic Changes**
Agents can change their information in their producer website (​****).  Simply click the person icon in the upper right corner once you are logged in.
**EFT Changes**
Agents can change their information in their producer website (****).  Simply click the person icon in the upper right corner once you are logged in.  Select Direct Deposit, then click the Update button.
**Add Non-Resident State**
Agents can view their current appointments in their producer website (****).  Simply click the person icon in the upper right corner once you are logged in.  Select Appointment Status in the drop down.
“JIT” stands for Just-in-Time, meaning that MOO will turn on that state appointment or carrier contract when you write your first piece of business.
You can email **** to request that they add states to your contracting file.  Be sure to include a copy of the state license in your email.
​**AML Training (Life policies)**
Mutual of Omaha requires that an agent’s AML training be current before any LIFE application can be issued.  AML training typically renews every two years.  Mutual of Omaha will require proof that the training is current before a client’s pending life application can be finalized.
The easiest and quickest way to do AML Training is by using the ****.  The results are uploaded to many carriers, including Mutual of Omaha, via a direct data feed between the carrier and LIMRA.
**Partnership Training (LTC policies)**
Mutual of Omaha requires that an agent’s LTC Partnership training be current BEFORE any client LTC application can be DATED.  Mutual provides a detailed **** which outlines the industry and state requirements.
They even provide contracted agents with a direct link to take the course using LTCiTraining.com.  You can find the link and details inside ****.  Simply log into your portal, hover over the Products link in the top toolbar.  You should see the Partnership Program listed in the drop down options.
Mutual of Omaha will require that copies of ALL Partnership training certificates be in an agent’s licensing file.  This includes the initial 8-hour training and all 4-hour refresher courses.
We highly recommend that this information be verified before an LTC application is going to be taken.  If the training is not complaint and a client application is taken, the client application will be declined due to contracting and the client will get an automatically generated declination letter.
Agents can email **** directly to inquire about the status of their training and to provide any updated information.
| Connect**800.928.4998919.489.3600​919.419.0401 (fax)​****1480 Chapel Ridge RoadSuite 200​Apex, NC 27502** | | Products************************ | Resources**​****** | | --- | --- | |
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| The Brokerage Resource, LLC. © 2025 |  |
| **Products:** Annuities, Final Expense, Guaranteed Universal & Whole Life |  |
We use SureLC for contracting with North American. You can make that request above and review our **** or ****for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or ****.
Processing will take approximately 7-10 business days. An email will be sent to you from North American with your new agent number when the approval process is complete.
If you are contracting your agency, you will get two agent numbers, one for the agency and one for yourself personally as a writing agent.  Be sure to use your personal writing number when taking a client application.
North American allows for Dual Contracts. This means that you will be provided two different agent numbers, one for each hierarchy you may have set up.  You need to be careful to take client applications using the agent number that you intend to have the new business fall under.
You can email **** directly to ask that they update the necessary information.
You can email **** directly to ask that they update the necessary information.  They will likely provide you with an EFT form to fill out and return to them.
All states are Just-in-Time states North American will simply turn on the state appointment when you write a client application in that non-resident state.
You can email **** directly to request that a state be added to your contract.  Please be sure to attach a copy of your license to the email.
| **Products:** Annuities & Hybrid Life & Long-term Care |  |
* **Add Non-Resident State**
We use SureLC for contracting with North American. You can make that request above and review our ****or ****for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or ****.
Processing will take approximately 7-10 business days. An email will be sent to you from OneAmerica with your new agent number when the approval process is complete.
To add a non-resident state to your contracting file, you will need to email a copy of that license to ****.  You will need to make sure that the state appointment is active before you can take any client application.
| **Products:** Final Expense, Guaranteed Universal & Whole Life |  |
We use SureLC for contracting with PacLife. You can make that request above and review our  or ****for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or .
Processing will take approximately 7-10 business days. An email will be sent to you from PacLife with your new agent number when the approval process is complete.
If you are contracting an agency, PacLife will issue a contract number for the agency and for yourself as the writing agent.  They will provide you instructions as to how to register the accounts on their Producer Portal.
Agents are required to have current AML training prior to any client policy being issued.  It must also be noted that ALL levels of an agent’s hierarchy MUST also be compliant, have current AML documentation.
**Transfer/Release Policy or Dual Contract**
PacLife allows for Dual Contracts.  This means that you will be provided two different agent numbers, one for each hierarchy you may have set up.  You need to be careful to take client applications using the agent number that you intend to have the new business fall under.
You can email  directly to ask that they update the necessary information.
You can email  directly to ask that they update the necessary information.  They will likely provide you with an EFT form to fill out and return to them.
Most states are Just-in-Time states. PacLife will simply turn on the state appointment when you write a client application in that non-resident state.
LA, MT and PA are pre-appointment states.  This means that your state appointment needs to be turned on/approved before you can date any client application in these states.
You can email  directly to request that a state be added to your contract.  Please be sure to attach a copy of your license to the email.
| **Products:** Dental, Vision & Hearing,Final Expense, Medicare Supplement, Whole Life | Contract Request |
**Add Non Resident State**
## **Physicians Mutual Contracting**
**If a field does not pertain to your situation, please enter "n/a".**
\* Indicates required field
| First Name \* | Last Name \* |
| Phone \* | Email \* |
| NPN# \* | State \* Alabama Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington Washington D.C. West Virginia Wisconsin Wyoming |
| Do you have an existing contract with any of the carriers you're requesting? \* Yes No | If you answered 'Yes' please provide details. \* |
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**Agency Contracting**
| Do you want to contract an agency that you own? \* Yes No | Agency NPN \* | Agency Tax ID \* |
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Submit
## Short-term Medical
Short-term medical insurance provides a health insurance solution for a limited duration until a qualified health plan is chosen. ​It's perfect for individuals who are between jobs, waiting for coverage, college students, or those unable to qualify for individual coverage. These budget-friendly plans can offer coverage for up to a year and can help reduce financial risk while allowing your client to fulfill their insurance needs temporarily. ​
# Short-term Medical Carriers We Represent
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| **Products:** Short-term Medical |  |
Please go to the **** to make a contracting request and to get access to your Personalized Sales Web Page for taking client applications.
Simply scroll to the bottom of the webpage.  There will be a section at the bottom for Agents – Request a Pivot Personalized Sales Web Page!  Fill in the information they request of you and in a few days you will get an email from Allied/Pivot with your new agent number when the approval process is complete.  The email will also contain the personalized link to your Sales Web Page which you can provide to clients.
When you fill in that online information, please also send **** a quick email to let us know that you have done this step in the process.  She will then be able to monitor the request to make sure everything gets set up for you.
You can email  directly to ask that they update the necessary information.
| **Products:** Annuities, Final Expense, Guaranteed Universal, Term & Whole Life |  |
We use SureLC for contracting with Protective. You can make that request above and review our **** or ****for getting set up in the portal and making the request. If you have any questions, please call or email Robiny Mitchell at (919) 794-3177 or ****.
Processing will take approximately 7-10 business days. An email will be sent to you from Protective with your new agent number when the approval process is complete.
Protective allows for Dual Contracts.  This means that you will be provided two different agent numbers, one for each hierarchy you may have set up.  You need to be careful to take client applications using the agent number that you intend to have the new business fall under.
You can update some information from inside the ****.  Simply log in and click on the little person icon in the upper right-hand corner.  A list will drop with options available to you. If there is still information you need changed, you can email **** directly to ask that they update that information in their records.
You can update this information from inside the ****.  Simply log in and click on the little person icon in the upper right-hand corner.  The EFT option will be in the drop-down list.
All states are Just-in-Time appointments except for PA, which is a pre-appointment state.  This means that the state appointment must be confirmed by Protective before any client application can be dated.  For all other states, they will simply turn on the state appointment when you write a client application in that non-resident state.