Welcome to Priority Life Insurance!
We are excited you chose to be a member of our team! Please follow the steps below.
Onboarding Steps for Priority Life Insurance
Step 2: HCMS Access: On-boarding
Your FFL Agent Record needs to be created by an administrator. Once you have access to your account, you can request onboarding.
Step 3: Request carriers
Use SuranceBay to request Americo, Mutual of Omaha, AIG, and John Hancock. You MUST have your FFL Agent record created first!!
Step 4: Complete Playbook
Basic training for Family First Life agents! Start your training with the FFL Playbook, and never stop training!
Step 5: CRM Access: Leads
Your Family First Life portal needs to be created by an administer. This is where you will order your leads and manage your clients.
Step 6: Schedule a welcome session
We gave you a lot of things to do! Let’s make sure everything looks good.
Steps: For Health Agents ONLY
Health Sherpa: is used to group all Your ACA carriers together on a single platform to better aid in quoting and enrolling your clients.
Medicare Center: Is used for quoting and enrolling clients with Medicare. This platform also allows you to group all carriers on a single platform.
Step 1: FFM/AHIP Certification
- Once you completed the invitation to contract emails then you will receive a producer number from each of the carriers you decided to contract with.
- If you are new to the ACA market and you wish to assist clients on the exchange, then you need to become Federal Facilitated Marketplace (FFM) certified. Here is the portal to where you will complete your FFM
If you need additional assistance with this issue, please contact the Marketplace Service Desk at CMS_FEPS@cms.hhs.gov or 855.267.1515.
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