Toll free: (800) 648-5278 | Local: (925) 648-4700

Licensing

Contracting

Trumark is pleased to announce our convenient contracting tool!

Our user friendly contracting tool makes licensing with one company or twenty companies quick and easy to do. Take ten minutes to set up your profile and our tool does the rest by importing information into all of the carrier forms!

To access the contracting tool, you will need to create a new account.

Trumark New User Registration

Existing Users Login Here

If you have any questions on using this tool, please contact your Liz Koski in our Contracting & Licensing Department at 1.800.648.5278, ext. 235.

Before you get started there are just a few things you want to have handy:

E & O Certificate: please have a copy of your current E&O available to upload into the system. You may want to have a hard copy as well because you will need to enter some of the policy information manually into the system.

If you need E & O, then pelase review the resources below:

      For New Agent EnrollmentsClick Here

      For Agent RenewalClick Here to Renew

  • Click Quote Now (the burgundy box in the middle of the page)
  • Answer the questions and pick your coverage option
  • Your NAILBA discount code is nailba05
  • Review your quote and pick your payment option
  • Fill out the short application to bind your coverage (Don’t forget to enter the name of the agency that referred you).

LIMRA AML Training: our system is able to pull your records directly from the LIMRA system, but you need to be able to give it your LIMRA AML training password.  Click Here to Register

Voided Check: For the electronic depositing of commissions, please have a scanned image of a voided check of the entity to be paid available for uploading into the system.

Driver’s License: Please have your current driver’s license with you. The system will ask for some information from it while creating your profile.

PLEASE NOTE: The tool will launch in a separate window. If the tool does not launch, please check to see if your browser blocked the pop-up. Please follow your computer’s instructions on how to allow the pop-up to open.

Following carrier licensing and contracting standards, Trumark utilizes a “Just in Time” contracting procedure. This means, for most carriers, Trumark will not submit your contracting paperwork for carrier processing until such time as the first piece of business for that carrier is received by Trumark.

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