IPA Lite Onboard
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 Commercial, 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