Make sure you have:

– Copy of your state licenses.
– Copy of your E&O
– Completed your AML (Anti-Money Laundering) training recently.  If you haven’t, you can do so for free here.  It will take about 10 minutes.

Click the link below to begin the processs:



How to Register:

  • Click on “NEW USER” for first time users.
  • Add SSN and Last Name or add License State and License Number, select Next
  • Add DOB in the following format (MM/DD/YYYY) and then hit Enter. Then click   Next.
  • Select Accept to approve the PDB Report download (this is a report from NIPR which includes your contact details and license details.)
  • Enter email address so activation email can be sent to your attention.
  • Review and confirm details, select Next so the email can be sent.

You will receive an account activation link email from [email protected].

  • Open email and click on link.
  • New window will open, Create password.
  • Once password created, login to Surancebay w/ email address and new password.
  • Select My Info from the Main Menu.
  • Go through each section and answer all mandatory questions highlighted in red until each section shows a Green checkt mark.
  • Once you have reached the last section, SCAN, have completed the requirements then please select Request New Appointment in the upper right hand corner.
  • Select New Contract with the carrier you are currently writing business with, once this completed we will be able to proceed with the contracting.