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Guarantee Trust Life Contracting Checklist Please submit the following information to SMS when licensing with GTL: Completed Contracting Request Form Completed and Signed Contract/Appointment Application
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How to fill out new agent contracting checklist

How to fill out new agent contracting checklist
01
Obtain the new agent contracting checklist document.
02
Review the checklist items to understand the requirements.
03
Gather all necessary documentation such as identification and licensing information.
04
Complete each section of the checklist, ensuring all information is accurate.
05
Attach relevant documents to the completed checklist.
06
Submit the checklist to the appropriate office or individual for review.
Who needs new agent contracting checklist?
01
Newly recruited sales agents starting their contracts.
02
Human resources staff responsible for onboarding agents.
03
Management seeking to ensure compliance in the contracting process.
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What is new agent contracting checklist?
The new agent contracting checklist is a document that outlines the necessary steps and requirements for contracting new agents within an organization.
Who is required to file new agent contracting checklist?
Typically, insurance agents or brokers who are onboarding new agents to their agency are required to file the new agent contracting checklist.
How to fill out new agent contracting checklist?
To fill out the new agent contracting checklist, you should gather all required information about the new agent, complete the necessary sections, and ensure all documentation is attached before submission.
What is the purpose of new agent contracting checklist?
The purpose of the new agent contracting checklist is to ensure that all necessary documentation and information is collected and verified before an agent can begin their work.
What information must be reported on new agent contracting checklist?
Information that must be reported includes the new agent's personal details, licensing information, appointment with carriers, and any background checks.
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