Licensing

Should I inform the Contracting Department whenever I renew my license(s) and/or acquire a non-resident license(s)?

NO, since our systems are directly linked and synchronized with NIPR, there is no need to notify our Contracting Department. Most carriers also regularly verify license status(es) in real time, but we do recommend communicating with the individual carriers to add any non-resident states to your carrier contract.

[NOTE: Some carriers may charge an appointment fee]

SBLI Carrier Specific:

Agents will need to email quilityagentservices@sbli.com and request the additional states they want to add. IN, OR, PA or UT are the pre-appointment states so that is what all agents are being contracted for at first. The product is not available in MT (temporarily) or NY.

How do I shift my agency from person to business entity?

• ATTENTION: The switch to a business entity entails the following requirements [All of which MUST be in the business’s name]:

• Business Entity’s Insurance License(s)

• Business Entity’s TIN/EIN

• Business Entity’s Articles of Incorporation

• Business Entity’s Electronic Fund Transfer (EFT) Information & Document(s) [MUST still adhere to the EFT guidelines]

Once finalized in the system, Step 2 with the Contracting Department will begin.

• Please have your Quility Account Manager submit a JotForm on your behalf requesting new contracts be requested for you, they will need to provide carriers and levels for these updated contracts.

• The contracting team will send entirely new carrier contracts to the Principal of the Business Entity for their appointment request with all applicable carriers.

• This will prompt them to review your contracts and send them over to the carriers. Once the carriers receive the contract, the processing time can vary depending on the carrier.

NOTE: If you are a new agent still in the process of your application, please update your SureLC profile itself by selecting Doing business as a Business Entity instead of Individual.

Please also note that if you want to receive overrides with certain carriers in Non-Residential States you MUST also be registered under the business entity name in those states and contact NIPR.com about adding these to your account.