Contracting

Streamline the Operations of Getting Appointed

A dedicated support team to facilitate and speed up the appointment process


Get Appointed With Life Insurance and Annuity Companies

Carrier appointments have never been more straightforward with Simplicity San Diego’s single repository system. Utilize the easy-to-use application to save time by inputting your information once and submitting it to as many insurance carriers as you wish.  

Upon submission, wait times can be upwards of weeks or even months. That’s why our dedicated licensing and contracting specialists review your application for optimized approval odds and monitor it throughout the appointment process for efficiency.

 "I like to take this time to say thank you for all your hard work assisting me in my approval process. I feel that with all your hard work, I'm assured much success. It's not often you met people you haven't personally met, yet that go the extra mile."Robert S.Financial Advisor

With an advanced team specializing in all insurance carriers' background requirements, we can assist you in thoroughly presenting any matters to significantly improve your chances of getting approved.

Highlights of the Licensing & Contracting Division:

  • Close relationships with high authorities at the management level
  • Successful experience administering applications with background issues
  • Complete the application profile in about 8 minutes and seamlessly obtain or renew state licenses
  • Integration with multiple E&O insurance providers that offer you deeply discounted rates
  •  Easily take any carrier required product training with automatic notifications