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Online Registration Process

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Presentation on theme: "Online Registration Process"— Presentation transcript:

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

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

3 ©2012 SureBridge | Proprietary and Confidential.
Start Process Click the Next button ©2012 SureBridge | Proprietary and Confidential.

4 ©2012 SureBridge | Proprietary and Confidential.
Producer Information Enter producer’s NPN and SSN Click the Next button ©2012 SureBridge | Proprietary and Confidential.

5 ©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.

6 ©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.

7 ©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.

8 ©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.

9 ©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.

10 ©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.

11 ©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.

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


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