Licensed Agents
Congratulations on obtaining your insurance license!
Follow our step-by-step guide to get onboarded.
Create New Gmail Email
Onboarding Email from Quility
(With New Your Gmail Acct.)
Submit Release Forms From Previous IMO
Anti-Money Laundering (AML)
Errors & Omissions Insurance
(E&O)
Direct Deposit - Blank Check
Set up Calendar
Join Social Media Groups
Surrender to the New System
<<< Timeline (3-5 business days) >>>
Create New Gmail Email
Create a brand new Gmail email address specifically for your SFG business.
You will use this email for all Quility contracting, HQ access, and business communications. Keep your personal and business emails separate.
Onboarding Email from Quility (With New Your Gmail Acct.)
Watch for contracting paperwork from Quility at [email protected]
Click the link in the application and fill it all out. You will need your EFT (Electronic Funds Transfer) information, this is how you'll receive your commission payments directly into your business bank account. Submit your E&O Certificate & AML Certificate (more information below). Approval takes 24-48 hours. Once approved, you'll receive a Welcome Email with access to Quility HQ.
Submit Release Forms From Previous IMO's
Ensure you've been properly released from any previous agencies or organizations.
Before you can fully engage with us, please ensure you've been properly released from any other agencies you were previously affiliated with. If you're unsure how to complete this process, contact your Agent Mentor right away, they're here to guide you through it.
Anti-Money Laundering (AML)
Complete the 2-hour AML for the Insurance Industry course.
Visit https://webce.com/catalog/insurance-ce and complete the AML course ($14.95). Select your state, then Life/Health. This counts toward your continuing education hours and should take no more than 1 hour. Upload the certificate to your contracting packet.
Errors & Omissions Insurance (E&O)
Get NAIFA Endorsed E&O Insurance - required to write business.
Without E&O Insurance, you won't be able to write business with some of our carriers. Select "Newly Licensed <2 years" option. Visit www.calsurance.com/sfglife or use the link below for information about the discounted program.
Direct Deposit - Blank Check
Set up direct deposit with your bank account information.
You will need to provide a voided check or bank account information (routing & account numbers) to set up direct deposit for your commission payments. This is typically included in your Quility contracting paperwork.
Set up Calendar
Set up your Zoom and Calendly for client appointments.
Your calendar is critical for running your business professionally. Set up Zoom for virtual meetings and Calendly for appointment scheduling.
Join Social Media Groups & Weekly Meetings
Download WhatsApp and join our Team Chat.
Connect with your team and leadership for support, questions, and best practices. Join What'sApp HERE. Enter all conference calls into your Google Calendar. Minimum attendance: PacWest PowWow (Mondays), National Call (Wednesdays), and Daily Huddle (Thursdays).
Surrender to the New System
The fastest path to success is letting go of what you think you know and embracing what actually works.
Whether you're brand new or coming from another agency, PacWest has a proven framework that works. Your mentors have walked this path and know what produces results. The moment you stop resisting and start trusting the system is when everything changes. Build new habits, follow the process, and watch success follow. Bookmark the PacWest Agent Resources page.
