Commercial Agent Onboarding Form

Once IPA has the following information from the client & all info is attached in Hawksoft and labeled, fill out form entirely and click send. This form will be attached in Hawksoft CMS and a checklist will be completed. If agent is also writing additional lines of business such as Personal, Life, Health or Disability be sure to fill out those seperate onboarding forms.

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

Completed welcome call with agent *
Call and introduce yourself to the new agent. 1-Review the carriers to ensure they have chosen all that they want and answer and questions they have about LOBs and carriers. 2-If L/H explain BOSS System (info pulls from NIPR, they can update it in the system if it’s incorrect and they need to go back to NIPR to update there also, they will need to add in their E&O info as we can’t do this for them, and they need to go to the tab on the left and initiate their contracting). 3-We need to get SS and DOB during this call. Carriers need it to set up the producer (Allstate, travelers, GUARD, Aetna). 4- Let agent know that we will need all of their documentation listed on top of onboard form.
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)
BCC'd Email was sent to the following group email for (COMMERCIAL EMAIL SET UP)
All emails are required to be sent if an agent signs up as writing commercial LOB's
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)
BH Guard set up in portal*
1. Within our online portal: hover “Settings” in the upper right corner and select “Add User” from the list. Complete the user’s information; the User Code will be their email address set password to: Insurepro$123. 2. Send Credentials to client in the (Your Carrier Appointment Email signature along with the other credentials you receive for agent)
Markel set up in portal*
Go to: Add agent Markel Code: 1365485 Client automatically receives credentials
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.
Travelers set up in portal*
1. Producers are added through the portal a. Select Agency tools b. Select Producer Administration c. Enter their info and select save 2. Then add user a. Select Agency tools b. Add Producer c. Select 3rd party engaged by agency d. Drop down the contractor’s employer box, add new employer i. Use Producer name as employer name ii. Use producer city/state e. Duration of access – indefinite f. Primary agency – IPA g. Next screen-Insert activation email h. Use Agent zip code for security question Agent will receive credentials directly from carrier
Liberty Mutual: Is set up via docusign template THEN sent via email once signed by client*
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] If the producer is outside of his region he will forward to the appropriate sales rep.
Infinity & Kemper was set up via email-only set up for agents in the following state(s) AZ,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]
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: *
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