Contracting
Contracting Through Cavalier Associates
Thank you for the opportunity for our team to work with you & your firm. Explained below are the easy steps to get started.
Getting you appointed through Cavalier Insurance Marketing Services:
Step 1 of 2:
Completing the Cavalier Associates Independent Producer Agreement
1. The Cavalier Associates Independent Producer Agreement will be sent to you by your Case Manager. This is a one-time process we require all advisors to complete.
2. Please complete the Agreement, sign and return via email to contracting@cavalierassociates.com or fax to 805.367.8664.
Compensation
Please see the Compensation Guidelines & Commission Calendar for more information regarding the procedure for receiving and managing your fixed insurance commissions through Cavalier Insurance Marketing Services.
Step 2 of 2:
Completing your Carrier Appointment Request
First-Time Users
- Click the button above to access SureLC Licensing Portal.
- Click the REGISTER NEW ACCOUNT button on the login page.
- Create Your SureLC Account
- Fill in the NIPR Verification info (social security number, last name, and date of birth)
- Fill in the User ID info (your email address to be used as your user ID)
- Click the CREATE ACCOUNT button.
- Move on to steps in Returning Users below.
Returning Users
- Click the button above to access SureLC Licensing Portal.
- Enter your User ID (Email) and Password.
- Once logged in, click on MY INFO
- Complete each section.
- After each step is fully completed and you’ve requested the carriers you’d like to be appointed with, we will be notified to finalize the appointment request.
NOTE: Please save your login information, as you will need this to request any future and/or additional carrier appointments.
Should you need any assistance or have any questions, please feel free to contact your Case Manager.
Request a Consultation
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