Get Appointed
Expand Your Agency with the Right Partner
Overview
Because appointment requirements can vary by product line and by state, our team works alongside you to simplify the process from start to finish. Through our SureLC™ contracting platform, you can securely complete your profile, submit appointment requests, manage licensing and training requirements, and track your status in one place.
Beyond processing paperwork, we provide hands-on guidance, product support, case design assistance, and responsive service so you can spend less time navigating complexity and more time serving clients and writing business.
With NFI Solutions as your IMO and back-office partner, your life and annuity business becomes more efficient, predictable, and positioned for long-term growth.
Contracting Packet
Our contracting process is built to be simple, secure, and agent focused. By clicking “Get Appointed,” you’ll be directed to NFI Solutions’ dedicated SureLC™ link to create your profile, complete your contracting information, and request carrier appointments — all in one streamlined platform.
From licensing and commission setup to training and electronic signatures, everything can be managed in one place with the support of our Licensing & Contracting team guiding you along the way.
Prefer paper? A fillable PDF option is also available.
Start your appointment process today and let us help you move from registration to writing business with confidence.
Training
Our training resources are designed to keep you informed, compliant, and confident as you grow your life and annuity business.
Through our Training Materials and Help Center, you’ll find step-by-step guides covering SureLC, producer requirements, and carrier-specific training. Whether you need clarity on AML, compliance, or platform navigation, the tools are readily available to support you.
And if you ever prefer direct guidance, the NFI Team is always just a call or email away to walk you through the next steps.
FAQs
Visit our Contracting & SureLC™ FAQs to quickly find answers to the most common questions agents run into during the appointment process.
From navigating the SureLC platform to understanding licensing, training, and commission setup, this section is designed to help you work through the system smoothly and avoid unnecessary delays.
It’s a convenient resource to keep your contracting process moving forward with confidence.