New Agent Welcome Kit
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1 New Agent Welcome Kit 4301 Morris Park Drive Mint Hill, NC (704) (866) messerfinancial.com
2 The Trusted Partner For Talented Agents This is the foundation that MESSER Financial was built upon. No matter what your market Life, Health, Senior Market, or Annuities - MESSER Financial Group is committed to becoming your partner for success. About Us MESSER Financial Group is a National Marketing Organization (NMO) distributing life, health, annuities, Medicare supplement, Medicare advantage, final expense, long-term care, and supplemental products to independent insurance agents across the country. It is our commitment to provide our independent agents with the best new products, the highest commissions, the most aggressive support, and the finest training and communication available in the independent insurance marketplace. After looking for years for a marketing organization with integrity and support specifically tailored to the needs of the independent agent, and unable to find the right fit, independent agents Bill Rice and Roy Messer founded MESSER Financial Group in They wanted MESSER Financial Group to be the organization that was missing for the independent agent. Over ten years later, MESSER Financial Group partners with over 12,000 agents in forty states across the country with direct carrier contracts in every product line in our portfolio. Our core philosophy is, You don t work for us. We work for you. You are the one in the field finding the prospect and making the sale, so it s our job to support you! Where We Are Going MESSER s future is an exciting one, filled with many new opportunities to break down barriers, and with the potential to change the standard in the industry today as we know it. We will accomplish this through partnerships with agents and MGAs that are serious about growing their business. It is our desire to share our success with our partners. As we push forward and open new doors of opportunity, these same doors will be open to you. You ll learn from our success and reap the rewards. Remember, investing in people is what MESSER is all about. This is our purpose. This was the beginning for MESSER, it will also be our future.
3 State Team Contact List Alabama AL x865 Alaska AK x837 Arizona AZ x829 Arkansas AR x869 California CA x838 Colorado CO x830 Connecticut CT x873 Delaware DE x855 Florida FL x856 Georgia GA x814 Hawaii HI x839 Idaho ID x831 Illinois IL x844 Indiana IN x843 Iowa IA x848 Kansas KS x849 Kentucky KY x866 Louisiana LA x871 Maine ME x874 Maryland MD x858 Massachusetts MA x875 Michigan MI x845 Minnesota MN x850 Mississippi MS x867 Missouri MO x851 Montana MT x833 Nebraska NE x852 Nevada NV x835 New Hampshire NH x876 New Jersey NJ x879 New Mexico NM x832 New York Ny x880 North Carolina NC x813 North Dakota ND x853 Ohio OH x846 Oklahoma OK x872 Oregon OR x841 Pennsylania PA Rhode Island RI x881 x877 South Carolina SC x814 South Dakota SD x854 Tennessee TN x868 Texas TX x857 Utah UT x834 Vermont VT x878 Virginia VA x863 Washington WA x842 West Virginia WV Wisconsin WI x864 x847 Wyoming WY x836
4 MESSER Product Portfolio At MESSER Financial Group we have spent a great deal of time and effort putting together a comprehensive product portfolio for our agents. We work with the best carriers who offer innovative products and solutions in the areas of individual health, life, annuities, senior products, and more. Please take a few moments to familiarize yourself with our product lines and let us help you increase your book of business! Annuities Final Expense Group Insurance Health Insurance Life Insurance Long Term Care Medicare Supplemental Insurance
5 Annuities Indexed Single Premium Immediate Annuity Multi Year Guaranteed Annuity
6 Final Expense Simplified Issue Guaranteed Issue
7 Group Medical Dental Vision Life Disability
8 Health ACA Major Medical Short Term Supplemental The Industry s Best Enrollment Software
9 Life Term Life Index Universal Life Whole Life Tax Free Retirement Second To Die Policy Key Man Insurance Buy Sell Insurance
10 Long Term Care Traditional Long Term Care Indemnity Universal Life With Long Term Rider
11 Medicare Medicare Advantage Medicare Supplement Prescription Drug Plans
12 Supplemental Critical Illness GAP Dental & Vision Cancer Hospital Indemnity
13 Online Contracting Ready to get contracted? With our SureLC online contracting, it s easier than ever! What makes the SureLC system so unique is that it is fully synchronized with multiple data-sources. What this means is that all functions related to licensing, contracting, and appointing is fast, seamless, and painless. Additionally, and most important to you is that your information is stored, streamlining your current and future contracting. New users will need to register. Visit to get started today! Need help? Have questions? Call us today at (866) !
14 Q: What is my writing number? A: The carrier will send it directly to you via . If it is a Just In Time (JIT) carrier, you will receive your writing number after submitting your first piece of business. You will use your SS# on the first application you submit. If you need enrollment documents please contact us at our office at (866) If it is a carrier that requires certifications, you will receive your writing number from the carrier as soon as your certifications are complete. Q: How do I check my contract status? A: Go to: messerfinancial.com > Agent Resources > Contract Status > Contracting Status Inquiry Form. Please allow up to 5 business day for a response. Q: How do I order supplies, certify, and submit business for senior products? A: Contact your regional team and they ll be happy to help you. Q: How do I submit business? A: Every carrier is different but we ve made it easy. Go to: messerfinancial.com > Carrier Index & Contracts > How To Guide. Please note that MA applications must be sent directly to the carrier. For under 65 business, use the carrier portal for on and off-exchange business, healthcare.gov, or use MESSER s cloud enrollment software. You must be FFM certified to receive commissions for On-Exchange business. Q: When are commissions paid? A: Every carrier is different. If the commission is paid by MESSER, go to: messerfinancial.com/commissions. Q: How do I look at my commissions? Frequently Asked Questions A: EAgent Center is the place to find complete information about your commissions. Go to: eagentcenter.com Company ID: Messer Agent ID: 1st letter of your first name and 1st letter of your last name, and the last four of your SS# Password: Last six digits of your SS# Click on your AgentID link (in blue) and click on Statements. Q: I am missing commissions on my statement. How do I send an inquiry to get paid? A: Go to: messerfinancial.com > Agent Resources > Commissions > Commissions Inquiry Form.
15 Please be aware that you will need to complete all required fields in order to submit your inquiry. Q: How can I find out which carriers I am contracted with through Messer? A: There s a tool for that! It s called Broker Gear. Go to messerfinancial.com > Agent Resources > Contract Status. Click on Broker Gear and enter your login and password. Your login and password are the same as your login and password for EAgent Center, which is your first and last name initials followed by the last 4 digits of your social security number. Your password is the last six digits of your social security number. Q: Where will I find past recorded webinars? A: Our Agent Resources section is the place to go. Go to: messerfinancial.com > Agent Resources > MESSER U. Q: What is AHIP? A: America s Health Insurance Plans National Trade Association representing the health insurance industry. AHIP provides health insurance education, courses, designations, and publications for agents who sell health and supplemental benefits through employer-sponsored coverage, the individual insurance market, and public programs such as Medicare and Medicaid. Q: What is E&O? A: Errors and Omissions Insurance Professional liability insurance protects agents and other advice/service providers against claims of negligence, erroneous information, and information considered omitted. Q: What is the federal marketplace certification for the ACA? A: Agents who sell insurance through the Federally Funded marketplace must be certified annually by the federal government to do so. Certification consists of training, exams, and signed privacy and security agreements. You can complete certification by visiting the following link: Q: How do I get started with MESSER? A: Contact your regional team or visit messerfinancial.com/onlinecontracting.
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