Instructions To Get Appointed

I’m excited to have you join CG Financial Group!  Please follow these steps below to get appointed with CG FG.

To get contracted through our no-cost SureLC system, CLICK HERE and follow the directions below.

1. If you have an existing account in our SureLC system, skip ahead to Step 6. 
2. If you are new to our SureLC system, click New User
   1. Note: If you have used SureLC with another marketing group, you can use your same email address, but a different password will be required 
3. Complete the Create Your Account steps
   1. Once complete, you’ll see a confirmation message stating “Your account was successfully created” 
4. Next, you’ll receive a confirmation email at the address entered as your Login ID
   1. The email will be from [email protected]
   2. Locate the email and click the link to activate your account 
5. Complete the Account Registration process 
6. Log in to SureLC 
7. Review all sections listed under My Profile and make updates, if necessary
   1. The profile sections are located on the left-hand side of your screen starting with My Profile and ending with Profile Documents
   2. All sections with a Red dot will require additional information before you are able to create a new contract request 
8. To submit your contract request, click Contracting Requests
   1. Click Create Request
   2. Complete the information and click the Next button to advance through each section of the request process 
   3. When you reach the Review & Sign step, read and scroll through each page of the carrier contracting forms 
   4. Once you reach the bottom of the last page, click Apply My Signature
   5. Read the signature attestation statement, click Sign to complete and submit the contract request 
9. To submit additional contract requests, return to Contracting Requests and repeat Step 8

LAST STEP:  Make sure you register for the “Agent Portal” and “CG Academy” which has all the education and technological resources you need to run your business.  You can register HERE.

If you have any questions at all, please feel free to reach out to me personally!!!

Thank you for your partnership!!!

Charlie Gipple, CLU, ChFC
Founder and CEO
CG Financial Group, LLC
Phone: 515-986-3065