Gameplan Financial Agent Site
Agent Contracting
Getting Started with Gameplan Financial
Welcome to the team! Your first step is to log into the Getting Started with Gameplan Financial course. It walks you step-by-step through contracting, setting up your accounts, and preparing for your first sales week.
Pro Tip Move through the membership lessons in order — it guides you from account setup → contracting → first calls → your first policy submitted!
🏁 Step 1 — Prerequisites (Complete Before SureLC)
Get these done so your contracting goes smoothly.
- Find your NPN #: NIPR Lookup
- Finish your AML training: AML Course
- Get E&O coverage (if not already done): E&O Quote
Step 2 — SureLC (Contracting Portal)
After finishing the membership course steps, complete your SureLC profile and request your initial carriers.
Important Notes:
- Best completed on a desktop or laptop.
- Your license must be active for at least 72 hours before starting.
- SureLC syncs with NIPR mid-week & weekends. If new, retry after the next sync.
- If you used SureLC under another IMO, sign up as a new user.
Step 3 — Build Your Team (Optional)
Ready to grow? Use these links to bring new licensed or pre-licensed agents into your downline.
Step 4 — Health, Training & Tools
After contracting, plug into your product lines and resources below.