BE SURE TO ADD HEATHER SCOTT TO YOUR CONTACTS:
Email: heatherscott@yellowstonelifegroup.com
Text: 682-803-1459
Complete & Submit the DocuSign that was emailed to you.
- Be sure address history covers past 7 years
- Provide explanation and documentation for any legal questions marked "Yes"
- Select all carriers
Attach and upload the following documents using the link on the left.
- Copy of Valid state Insurance License
- Copy of Driver's License
- Screenshot of AML certificate from RegED
- Copy of Voided Check or EFT 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