Renewal Sales and or Advertising Onboarding

Are you an IAP Member?*
(IAP MEMBERSHIP QUESTION) Is this your first IAP Membership Sales & Advertising Plan?*
If you selected yes please fill out the Sales and Advertising IAP Membership Form on your Membership Portal and Skip this Onboarding Form
Package type*
Do you have a staff member to assist you in completing certificates of insurance, underwriting correspondence and payment taking?*
Please list the following websites you are on*
Do you use an online rater?*
Do you use a client management system?*
Do you manly operate out of your client management system for all of your workflow?*
Please select the type of Lines you write for*
Are you interested in writing through any additional companies?*
Do you currently have any paid subscriptions that you offer your clients to opt into?*
Where you currently find them, Age, Demographics
Were you able to implement all of the Sales and Advertising plans that were given to you in your last written plan?*
Do you have a follow up guide?*
Did you gain enough revenue from your last Sales and Advertising plan issued from your IAP membership*
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