Carrier Contracting

Carrier Contracting

Attention! Do Not Complete This Step Without Your Manager's Approval.

BE SURE TO ADD HEATHER SCOTT TO YOUR CONTACTS:

Email: heatherscott@yellowstonelifegroup.com

Text: 682-803-1459

A. Complete & Submit your Contracting Packet
Upload Your Documents
Complete & Submit the DocuSign that was emailed to you.
  • Be sure address history covers past 7 years
  • Select all carriers
  • If you answer "Yes" to any of the legal questions, send explanations and documents using this form:

    Explanations Form

Attach and upload the following documents using the link on the left.
  • Copy of Valid state Insurance License
  • Copy of your Driver's License
  • Screenshot of AML certificate from RegED
  • Copy of Voided Check or EFT form for direct deposit
  • E&O Certificate
  • Your Headshot Photo
B. Receive "Good to Go" email
Once you receive the "Good to Go" email from Equis Processing, sign and submit all Carrier's Contracting emailed to you. Watch your email inbox and spam/junk folder for those emails. 

Please immediately notify our office for each carrier:

  • Date you submit contracting
  • Date Writing Number is Received
COMPLETE ETHOS SET UP

Watch for email from Ethos next Friday

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