After logging into your SureLC account, go to the Contracting Requests page on the bottom left of the navigation menu.
This will take you to the At Producer tab by default. Select the Create Request button to begin.
Important: The Create Request button will only be enabled if all required information in your profile has been completed. If there is any missing required information you will see a red notice on the menu and a detailed notice at the top of the Contracting Request page listing what must be provided.
This will guide you through the request process, which includes the following steps, depending on the type of request. Not all request types include every step.
Step 1: Carrier and Request Type
The carrier will be selected automatically for the agency you are working with. Select Contract as the request type and then select Next to continue.
Request type definitions:
Contract — Select when you want to submit a new carrier contract request.
Add State — Select when you are already contracted with the carrier and only want to be appointed in an additional state where you are currently licensed.
Payment — Select when you want to send only updated banking information to the carrier.
Transfer — If agents want to be contracted with Messer for a carrier they are appointed with elsewhere, they should select "Contract" instead of "Transfer." Once the contracting department processes the contract, they will follow up with transfer instructions.
Carrier Blackout Periods and Current Contracting Availability
Some carriers enter blackout periods during which new contracts and contract transfers are not accepted. During a blackout period, agents cannot submit a new contract or transfer an existing contract to a new FMO for that carrier until the blackout period ends. Blackout periods vary by carrier, can begin or end at any time, and are set by the carrier, not by Messer.
Note for Fin: Appearing on Messer's general ACA or Medicare carrier list means Messer has a contracted relationship with that carrier. It does not confirm that the carrier is currently accepting new contracts or appointments, since a carrier can enter a blackout period at any time. Do not answer "yes" or "no" to questions such as "is [carrier] currently accepting contracts," whether a carrier is in a blackout period, or when a blackout period ends — these all require current information that only the Contracting Department has. For any of these questions, tell the agent that carrier contracting availability is subject to change and direct them to contact the Contracting Department at [email protected], or offer to connect them with a live Producer Support representative who can check current status.
Example: Ambetter entered its blackout period effective June 15, 2026. The next opportunity to transfer an Ambetter contract will be April 15, 2027.
If an agent asks whether a carrier is in a blackout period, currently accepting new contracts, or when they can submit or transfer a contract, direct them to Producer Support or [email protected] — do not attempt to answer this yourself, since blackout dates and carrier acceptance status change and only the Contracting Department has current information.
Step 2: States and Products
Select the product type(s) you would like to sell, and the state(s) where you would like to be appointed for the carrier. Only states where you currently hold an active license are listed. Your resident state is tagged with a house icon. Then select Next to continue.
Step 3: Training
On this step, if there are any training requirements, they will be shown at the top of the page. If training information is missing and required, it must be corrected before you can proceed. You may use the Training Concierge to have SureLC automatically retrieve training information from available providers. Select Next to continue.
Step 4: Errors and Omissions
Some carriers and agencies require producers to have Errors and Omissions (E&O) insurance. When E&O coverage is required and no policy information has been added to the producer profile, it can be added here. Review the information shown, make sure the requirements have been met, and then select Next to continue.
Step 5: Carrier Questions
Review all of the carrier questions and provide answers as necessary. Required questions are shown in red. Once all required questions have been answered, select Next to continue.
Step 6: Questionnaire
This step asks additional background-related questions required to submit a contracting request for the selected carrier. After reviewing all questions, select Next to confirm that all answers are current and accurate, and to continue.
Step 7: Confirm and Sign
On this final step you must review the completed forms. Scroll all the way down to the bottom of the page to enable the Apply My Signature button. Select the button to continue.
Note: Some carriers may require an additional Signature step, which involves reviewing and signing additional forms. Follow the instructions on that page if applicable.
Read the signature attestation and then select Sign to complete and submit the contracting request.
Once the request is submitted you will be taken back to the At Producer tab and a confirmation message will be shown. You may choose to download a copy of the signed paperwork from there.
The request you just submitted will now be listed on the At BGA tab on the Contracting Requests page.
Additional Resources
For additional help, please contact Producer Support, which is available by chat directly from your account, by phone at (866) 568-9649, or by email at [email protected].