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Working with Ethos
Carrier Contracting

Carrier Contracting

This provides answers to the most frequently asked questions on Carrier Contracting.

What does “appointment status unconfirmed” mean?
How do I know if I’m fully contracted and ready to sell?
I’m already contracted. Can I sell sell Accumulation IUL?
How do I know if my account is ready to write business?
What should I do if I see the notification: "You need to be contracted with the following carriers to sell policies and receive compensation. Complete the required actions to be contracted"?
Where can I find the electronic producer agreement for each carrier?
I don’t have a business set up—can I still complete contracting?
Does Ethos charge state appointment fees?
Do I need to submit my renewed license?
Do you need my Errors and Omissions (E&O) certificate?
I didn’t receive my Ethos appointment confirmation email. How can I get it?
Which W-9 should I submit—individual or corporate?
How do I get appointed with Ethos in my state, and how long does it take?
How do I check my contracting status?
Do I need to be contracted or appointed to sell Protective Life through Ethos?
How do I upload my agent verification documents?
How do I check what states I’m appointed in?
Am I able to submit business in any state?
Am I contracted with all of the carriers shown in my portal?
Do I need to get contracted with all the carriers shown within my portal? How does it work?
How do I get contracted with a carrier?
In the General Contracting Requirements form, the “Have you done business under another name?” question won’t accept “No.” What should I do?
What are Ethos’s agent licensing requirements?
I completed all contracting steps, but it says nothing has been initiated—what should I do?