Commercial Agent Onboarding Form

Can only onboard when agent completes 20 quotes within 1 month or agent is a niche that only needs a select product(s) 

Items Needed:

* Completed Onboard Form

* All State Licenses OR PDF of License Info

* E&O

* Signed Contract-via docusign

* Signed Contract Addendums-via docusign

* Any additional carrier signed forms ie Kemper, Infinity Etc 

*W9-via docusign

*EFT if filled out

Agent Needs:*
Completed opening call with agent and filled out the welcome call checklist*
LOB (s) Client wants to write*
IPA can open up additional states for specific Agents depending in individual production.
Check box for forms that are attached and labeled in Hawksoft client file (Capitalize all letters of labelled documents) example: MARYLAND INSURANCE LICENSE; SIGNED EFT FORM*
Check boxes of all info that is added in the clients Hawksoft file (Under personal info)*
Client is set up with NowCerts & NowCerts email signature has been sent*
NowCerts Set up directions: Click on (Insurance Professional Agency Inc) dropdown menu top left Click (Agents) Click (Add New) Fill out the following info-First & Last Name/Email/Phone/Agent Code (check on the onboard spreadsheet for last agent code used)/ Click on Create UserName/Scroll to bottom of page and click (Save Changes)
Amelia *
Send email signature to [email protected]
CNA- Send Email to Becky Vandenberg: [email protected]*
Arrowhead set up in portal*
1. Users are added in the portal. Username can be the first letter of the first name and full last name (12 character max). Password to use is Insurepro$123. 2. Send Credentials to client in the (Your Carrier Appointment Email signature along with the other credentials you receive for agent)These need to be emailed to the user from our office. They will also need our producer code: 302171. Their link to sign in is: (this is located on the email signature)
Markel set up in portal*
Go to: Add agent Markel Code: 1365485 Client automatically receives credentials
Cowbell Cyber *
1. Producers are added through their portal: click “manage” on the left options bar, and then select “Teams”. Add Team by selecting the blue icon on the top right of the page. The Team name will be the name of the producer. 2. Select “Manage” from the left options bar again, and select Users. Click the blue Add User icon from the top right of the page and then complete the information. The role will be “producer” , you will not assign accounts, and the Teams will be the one created under their name. If the producer needs to see more than just their office/clients you can select multiple teams as needed. Save and you are done.
Liberty Mutual*
1. The Liberty Mutual Sub-Producer DocuSign template needs to be sent to the producer to complete/sign. 2.The completed/signed envelope then needs to be emailed to Dave Hatch, Territory Manager at [email protected] with the email referencing "Insurance Professional Agency Code 5912444" and requesting that the producer be added a sub-producer under our agency. Confirm that the commissions will all remain paid to the main location Insurance Professional Agency, Mesa AZ and that the sub-producers credentials should be set up with producer/CSR only authorities. All documents need to be set up as E-Delivery and anything that needs mailed should be sent directly to the insured.
1- Send the sub-producer the Stillwater Producer Appointment forms through the DocuSign template. 2-Upon receipt these completed forms email via Stillwater email signature to Scott Morrison our territory representative at [email protected] and we must include the producers license(s), E&O and W9 along with a note that all commissions are to be paid to the primary agency (IPA).
Infinity Kemper AZ ONLY*
Users are added on the Kemper portal - select "User ID Management" from the lower right menu. On the next screen select "Add New User" and complete the fields. The user type will be "regular user" and access will be "all codes". Enter the users City/State for the Branch Location field. Login ID will be the users "firstlastname" and the password should be set to "Insurepro#123". Do not check the production reports box, but be sure to check the "enabled" box. Once this has been completed, Kemper sends a welcome email to the user, and the user is automatically setup in Infinity also.
Infinity & Kemper was set up via email-only set up for agents in the following state(s) CO,IL,IN,LA,MO,MT,NV,NM,OH,OK,UT,VA,WI*
1-The Kemper and Infinity Sub-Producer DocuSign template needs to be sent to the producer to complete/sign. 2-The completed/signed envelope in addition to our agency ACH, EFT and Download packet (located in the drive) needs to be emailed via email signature to Agency Support [email protected] with the email referencing Insurance Professional Agency, Inc. Kemper Producer Code 2013193 and Infinity Producer Code: 5523629, requesting that the producer be added a sub-producer under our agency. Email using Kemper Infinity email signature to [email protected]
KBK- Towing Program (Also onboard with Input 1)*
Email Ken Murray at [email protected] to add a sub-producer, be sure to include all of the producers information and licenses with the request. Send email signature to producer with applications and underwriting contact information.
Guardian Trucking Program (also onboard with Input 1)*
Email Emily Gootee at [email protected] with a request to add the sub-producer, be sure to include all producer information and licenses. Then send the producer the Guardian Trucking welcome kit/email signature.
Input 1 (Only use for KBK, and Guardian Onboards)*
Email Broker Support at [email protected] and Linda Tergalstanian at [email protected] that a sub-producer needs to be set up. Be sure to include: Producer Name and Producer Email address.
Onboarding completed welcome email signature sent*
Spreadsheet updated*
Call client and schedule a 15 min onboard call 5 days out(Schedule in your outlook calendar) Result of call: *
Sent 3 Email Signatures to agent*
Document welcome call in Hawksoft*
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