Online Registration Process

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Presentation transcript:

Online Registration Process September 25, 2014 ©2012 SureBridge | Proprietary and Confidential.

Access Online Registration Site Click the Get Appointed button ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Start Process Click the Next button ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Producer Information Enter producer’s NPN and SSN Click the Next button ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Contact Information Complete the required fields (marked with an *) Click the Next button IMPORTANT NOTE: The Legal First Name and Legal Last Name will pre-populate based on the NPN & SSN entered on the previous page. ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Background Questions Answer the 4 questions listed Click the Next button IMPORTANT NOTE: If the producer answers yes to any of the questions listed, they will be unable to continue with the registration process. ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Disclosures Click the ‘I Authorize’ box for each form listed in this section. Click the Next button at the bottom of the page IMPORTANT NOTE: The Producer’s name and demographic information is pre- populated and un-editable, as required by each form, based on the information entered on the Producer Information screen. ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Product Training Click the Start button to access the training A separate browser window will open and display the training Review the training and close separate browser once complete Click the Next button ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. License Information This screen is informational. It displays current license information for the producer. Click the Next button IMPORTANT NOTE: This information is pulled based on the SSN & NPN entered on the Producer Information screen. ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Request Appointments Select the appropriate state under Available Supplemental Products and move to the Selected Supplemental Product States section Click the Next button ©2012 SureBridge | Proprietary and Confidential.

©2012 SureBridge | Proprietary and Confidential. Receipt This screen displays the following information: Links to download PDF copies of all Disclosures List of state appointments requested Click Finish NC $0.00 ©2012 SureBridge | Proprietary and Confidential.

Registration Confirmation This is the last page of the registration process. ©2012 SureBridge | Proprietary and Confidential.