Thank you for your interest in partnering with Catholic Financial Life. Prior to starting the contracting process, we encourage you to watch a quick video and read the instruction below that provides an overview of the contracting system and how to use it.
If you have any questions or would like more information about partnering with Catholic Financial Life, please contact Joe Kohut at (414) 278‑6537 or email@example.com
Start the Contracting Process
Catholic Financial Life partners with Applicant Insight & NoMoreForms™ to provide Independent Agent Contracting and Background Screening Services for Catholic Financial Life. It will take about 10 minutes to complete the application process. If you cannot complete the process at one time, you can save the form and come back to the remaining forms at a later time.
Please have the following documents available to upload into NoMoreForms. This documents are required in order to complete the contracting process.
- Valid Insurance License
- E&O Certificate
Please carefully read through the following before contracting with Catholic Financial Life.
Summary of Federal & State Rights Notifications
Before completing the forms required to begin the screening process, you should know your rights as a consumer. We have included a link for you to read and review the documents that outline your rights under both Federal and State laws, where applicable. You can access, view and print the Summary of Rights documents for your records at any time when you click here.
- When completing the forms, please fill out your name as it is listed on your insurance license.
- If you’re assigning commission to an agency, you’ll need to click on the agency appointment button when completing the application and complete the assignment of commissions (you are the assignor and the agency would be the assignee).
- Download NoMoreForms instructions
- If you have any issues with the forms or need assistance completing the forms on your device, you can call the NoMoreForms™ toll-free help desk. From 8:00 a.m. to 8:00 p.m. EST at (800) 245‑2318.
I am Ready to Partner with Catholic Financial Life Today!
If you have any additional questions or issues with NoMoreForms, please contact Joe Kohut at (414) 278‑6537 or firstname.lastname@example.org