Contracting & Licensing

Get Contracted

Our dedicated licensing & contracting team can assist you with all your contracting and appointment needs! Complete your simple, one-time setup online First-time users select “New User” and follow the prompts to complete. Once you create your profile, you can click “Request Appointment” to get contracted with any of our carriers.

Fill out our Contracting Packet. For additional assistance, please contact our team at

Additional Contracting Resources

SuranceBay E&O Agent Insurance Program Info Restricted States, Also known as “pre-appointment” states, require a producer to have an approved and effective state appointment with the insurance carrier before signing or dating a new business application in that state. It can take 7-10 business days for a carrier to process a state appointment in a restricted state.

Continuing Education

Web-Based Continuing Education

Kaplan Financial

Kaplan Financial Education offers a variety of continuing education options to help professionals in the financial industry maintain their state licensure. Kaplan offers an unparalleled online course library featuring more than 80 courses*, live CE classes in select states, and annuity and long-term care certification training. The library also features courses approved for designation credit for CFP® certification, The American College PACE CE, and IMCA CE credit.

Success CE

Success CE offers CE courses for your State Insurance, CFP, Professional Recertification Program (CLU/ChFC), and CIMA/CPWA/IMCA Continuing Education Courses.


RegEd offers over 300 courses approved for insurance CE and professional designation credit, produces over 300,000 certificates annually, and adds ten to fifteen new insurance courses each year. RegEd’s courses are developed by a network of subject matter experts in the financial services, legal, regulation, and policy arenas. RegEd also works directly with several clients to customize existing course materials and develop new courses according to their needs.


United Insurance Educators, Inc. Online Insurance CE – Pay After You PASS!* Date of payment is your course completion date.


WebCE delivers state-of-the-art continuing education and training to licensed professionals nationwide. Each year, they provide over 1,000,000 insurance CE courses for insurance and financial planning professionals. Their online insurance CE course catalog includes the most state-specific insurance CE courses, like NAIC 4-hour annuity CE, long-term care CE, flood insurance training, ethics, law, and many more. Classroom equivalent insurance CE courses are also available in Texas and Utah. Monitor-free insurance CE courses are also available in select states. Our family of CE products serves a variety of licensed professionals, including insurance agents, financial planners, Enrolled Agents, CPAs, tax return preparers, and funeral service practitioners.

Errors & Omissions (E&O Coverage)

The ASA Group has a special deal for their brokers to take advantage of the SuranceBay E&O coverage offering. Below are the details along with a link to sign up.  

Please direct and reach out directly to SuranceBay as they manage and onboard all advisors to the program. 

Life & Health Agent E&O

Starting at $26.17/mo *

P&C + Life E&O

Starting at $65.42/mo *

*Prices subject to change.

P&C Agent E&O

Starting at $48.75/mo *