Insurance Agent Contracting With Brokerage—Fast, Centralized Appointments
Get Set Up With DBS—Start Selling Faster With Streamlined Contracting
Ready to work with Diversified Brokerage Specialists? This page is your gateway to becoming an appointed agent and requesting carrier appointments. Our online contracting system (SureLC by SuranceBay) makes onboarding quick and painless: fill out your profile once, then request appointments with any of our 50+ insurance carrier partners in just a few clicks.
Explore Tools, Forms, and Support—Organized for Agent Success
Existing Users
Log in with your agent credentials to view all your pending business, including received date, current underwriting stage, requirements, and final decisions.
New Users
Need access? Register for the case status portal using your agent ID or writing number. (Click “Register” to get started—registration typically takes just a few minutes.)
Secure & Confidential
All data is protected by secure login. Only authorized agents can view their case details.
Step-by-Step: Complete Your Agent Profile and Request Carrier Appointments
1. Register or Log In
Click the portal link and enter your details.
2. Prepare Your Info
Have your state license numbers, E&O insurance certificate, direct deposit info, and AML training ready.
3. Complete Your Profile
Enter your information once—no need to repeat for each carrier.
4. Select Carriers
Choose from over 50 top insurance carriers, including [AIG, Prudential, Mutual of Omaha, John Hancock, and more]. The system prompts for any carrier-specific forms or trainings required.
5. Submit
Most appointments are processed in 1–2 weeks. You’ll receive email notifications when you’re approved or if anything else is needed.
Why Use DBS’s Online Contracting System?
One Profile, Many Carriers
Complete your info once—request multiple appointments instantly.
Centralized Support
Our licensing team reviews your submissions, follows up on missing items, and guides you through carrier-specific requirements.
Expedited Appointments
Have a case pending? Let us know—we can prioritize urgent carrier requests so you don’t miss a sale.
Status Updates
Get email notifications at every step—never wonder where you stand.
Secure and Confidential
Your information is protected at every stage.
Questions or Special Circumstances? Our Licensing Team Is Here for You
If you need help with contracting, prefer paper forms, or have a unique situation, contact our licensing department directly.
Agent Contracting—Agent FAQs
How do I get contracted with Diversified Brokerage Specialists?
Use the online portal to complete your profile and request carrier appointments—our licensing team will review and assist every step.
What documents do I need?
State license(s), E&O certificate, direct deposit info, and any carrier-required training certificates.
How long does contracting take?
Most carrier appointments are processed in 1–2 weeks, and urgent requests can often be expedited.
Can I contract with multiple carriers at once?
Yes—one profile, many appointments. Just select the carriers you need.
Who do I contact for help?
Reach out to our licensing team for questions about forms, portal use, or urgent appointments.