Submit documents for NFI review
Use this page to send files to the right NFI team — new business paperwork, case materials, or contracting and licensing certificates.
Uploads are received over HTTPS for review only. Receipt does not mean an application, appointment, or illustration is approved.
Before you upload
- Have your contact details ready so we can follow up if needed.
- Select New Business or Contracting based on the document type (see helper below).
- Files must be 5 MB or smaller each. Up to 5 files. Allowed types: pdf, jpg, jpeg, png.
- Use client initials + state in notes — not full Social Security numbers or account numbers.
Which department?
New Business — Case design illustrations and statements, new applications, and related new-business paperwork. If you are unsure, choose New Business and add a short note.
Contracting — Contracting, appointment, and licensing certificates.
Privacy: Include your name and a short case reference (client initials + state only). Do not upload Social Security numbers, full account numbers, medical records, or passwords. Uploading submits files for NFI review — it does not mean acceptance, underwriting approval, or appointment approval.
