Advisor Agreement

Prior to processing any appointment with a carrier, we will need a signed Advisor Agreement. Please sign and submit to

What is SuranceBay?

SuranceBay is the service we use to manage all of your contracting needs. This program is provided at no cost to you. It only takes a few minutes to complete including the input of your signature and uploading E&O information. Click Launch SuranceBay to register! 

  • Please Note: We process carrier appointments on a “just in time” basis. Please let us know when you have imminent business to submit with a particular carrier.

SuranceBay Online Contracting

Attention CFN members!


If you are affiliated with a Cornerstone Financial Network Member Firm, please contact your Managing Partner for an agency-specific link to the contracting system.

Watch this tutorial for a detailed description of how to register with SureLC/SureApp. If you have any questions feel free to email us at