Contracting

Products & Carriers

You know it’s not a product that makes the sale – it’s providing your clients with the strategies to meet their needs. We are not owned by an insurance carrier, so we have the independence to get you access to the quality products to meet your clients’ needs.

Our staff can help you match sales concepts with products that will help you make the sale. Plus, our advanced market and case design expertise will help you put all the pieces in place before you meet with your clients.   Carrier Portfolio    Product Portfolio

Contracting

The importance of proper contracting cannot be overlooked when licensed with multiple carriers offering hundreds of products. You want the confidence everything is in good order which means you need a system that is intuitive enough to know you’re in good standing with carriers. We offer a simplified contracting platform that expedites your information to carriers to be able to submit business faster and more importantly getting you paid quicker.    

 

You have two options when completing your Personal Information Packet (PIP) with Sunderland Group, Online or Traditional Paper.  The Choice is yours!

Online PIP

Click here to register/login. It only takes about 8-10 minutes!

Traditional Paper PIP

Download this file, complete it once, and future contracting will be painless!


 

Want to see how it works?

Here's a video explaining how it works and how to get set up.

 

Links for Appointment Requirements

AML

Annuity Training

Continuing Education

EO Coverage