Select Carriers and Levels:
Fill out this Cognito form to select the company line-up and contract levels.
The “Apex Corp” must be filled out for every broker we are onboarding.
Annuity Carriers:
Annuity Carriers are requested through the “Annuity Carrier” link. These carriers are (Allianz, American Equity, Athene, Equitrust), Lincoln National, and Sentinel. The first 4 carriers are the carriers to start with unless you have a client with a specific need who needs an additional carrier.
Email a request of carriers to contracting@insurancebyapex.com. Then have the agent log on to the link below which will take them to SureLC.
Medicare Advantage Carriers:
First, the broker must complete the AHIP course before they request any carriers by clicking the “AHIP Course” link.
Medicare Advantage Carriers are requested through the “Med ADV Carrier” link. These carriers are (Aetna, United Health Care, Alignment), SCAN, Select Health, and Blue Cross. The first 3 carriers are the carriers to start with unless you have a client with a specific need who needs an additional carrier. An account will need to be created.
HUMANA has a separate process, do not request them here.
Email a request of carriers to contracting@insurancebyapex.com.
Stop Here And Proceed To Next Step After The Agent Is Contracted With At Least 1 Carrier:
The Ride Report:
Have your agent print out “The Ride Report”. The new agent fills this out on their trainer, which allows the new hire direction on what to watch for in the field. This is to be filled out and sent in to dlopez@insurancebyapex.com.
Override Commission Matrix
This Excel spread sheet will break down carrier which states you will need to be licensed in to receive overrides.
E&O Required Carriers
This Excel spread sheet will break down carrier which E&O insurance is required before contracting.