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Insurance Professional Agency INC Agent Onboard - Staff Portal

New Company Setup Request Form

Company Name *

Please insert detailed instructions on how to onboard Agents with this carrier:*

What states does this carrier write in?

Please send email to "[email protected]" and request him to add this carrier to our carrier list on the Agent Onboard page, then set a calendar reminder for 3 days out to make sure this is completed.

Email sent to [email protected] - Tell Marc to list carrier in the following appropriate categories for the LOB's that the carrier writes: Personal Lines P&C- Commercial Lines P&C - Surety; Life; Health / Medicare / Supplemental- Annuities- Disability- Long Term CareOutlook reminder set for 3 days to check Agent onboard page to make sure this is added

Send email to Abe & Roshena requesting to add Carrier to Agent Resource Page

Email sent to Abe & Roshena requesting to add Carrier to Agent Resource Page.

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New Company Setup Request Form

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