Combined Insurance

Carrier Portal

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COMBINED INSURANCE CONTRACTING FOR NEW AGENT

Step 1: Life Contracting Confirmation

You will receive an email with the following information.
From: office@benavest.com
Subject: Life Contracting Confirmation

URGENT - ACTION NEEDED FROM YOU

Upon receiving the email, please reply with your confirmation to the following Life contract agreement.

• Benavest does not offer advance commission. All commission are AS EARNED.
• We can only process five (5) carriers at a time for timely contracting. If you have selected more than the maximum, please let us know which five carriers you want to start with
• Attached the following paperwork in your email response in case you haven't provided/submitted the following.

• Social Security Number
• AML Certificate (Validity: 2 years)
• E&O Certificate (Validity: 1 year)
• Driver's License
• Personal Voided Check (except when you are an LOA)

• If the agent is contracting as an individual and the check is not under his/her name, the agent needs to secure a letter from the issuing Bank stating that he/she is the owner of the Bank account with a signature from the Bank.

Step 2: Contracting Invite

After we receive your confirmation. A personalized contracting invite will be sent to your registered email.

You will receive an email with the following information.

From: office@benavest.com
Subject: Combined Insurance Contracting Invite - One Life & Benavest

Step 3: Combined Insurance Registration Link

Combined Insurance is currently available in all states except California, Florida, New York, North Dakota, and South Dakota.

3.1 Click the link provided in the email invite

SAMPLE EMAIL

3.2 It will then take you to the page shown below

Step 4: Registration Process

Choose "I am an individual agent"

Step 5: Create A Password

Complete the registration then CREATE A PASSWORD

Click REGISTER

Step 6: Welcome Letter

The turnaround time is 7 to 15 business days from application submission.

REMINDER

• Combined Insurance will be sending you welcome emails once they appoint you. Please forward these emails to office@benavest.com.
• Please be sure to register for each carrier's broker portal website once you become appointed.
• Once you're appointed, please be informed that clients or policy holders cannot maintain more than one active Final Expense plan policy at the same time.
• Please keep an eye out for the confirmation/welcome email.

You will receive the following email with your AGENT NUMBER.

Transfer Instructions for Combined Insurance

Option 1

You must provide a release signed by you and your current IMO.
All carriers, including Combined Insurance, should be listed on the Release.
Forward the email and Release signed to the following.
Email: office@benavest.com
Subject: Release from (IMO)

Option 2

If you cannot get a release from your current IMO.
You must email Benavest your intent to transfer from your current IMO to Benavest. Include Combined Insurance in the list of carriers you want to transfer.
Email: office@benavest.com
Subject: Transfer Request

I do not know who is my current IMO

Due to privacy policy, the carrier will not give us this information.
You must contact Combined Insurance to know who your current IMO is.

Carrier Support Contact Details

📧 generationallifeproducersupport@combined.com
📞 800-225-4500

Benavest Contact Details

📧office@benavest.com
📞(800) 893-7201 x 1610
📞🗨️(954) 947-8694