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-not needed for onboard

*EFT if filled out-not needed for onboard

We will be utilizing the agents professional email address (gmail, yahoo and personal emails not accepted)*
CMIT has created IPA Email address and credentials are attached inside of Hawksoft*
Text Abe&Roshena and request IPA Resouces Credentials*
Completed opening call with agent and filled out the welcome call checklist*
LOB (s) Client wants to write*
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)*
All items must be attached in client file
Set Client up with Now Certs using INSUREPROAGENT Email*
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/INSUREPROAGENT 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)
State Auto, Attune Sent BCC email signature*
BH Guard*
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)
Clearcover Auto- Located in AZ ONLY*
Add through portal
Travelers Commercial*
1. Producers are added through the portal a Select Agency Tools B. Select User Administration C. Add Producer D. Select 3rd party engaged by agency E. Drop down the contractor’s employer box, add new employer E1. Use Producer name as employer name E2. Use producer city/state F. Duration of access – indefinite G. Primary agency – IPA H. Next screen- activation email with security question. I have been using their zip code for this one. I. Email Jolene Westman [email protected] with each producers name and email, she will send them training tools.
Travelers Personal*
Repeat steps for Onboarding with Travelers Commercial, except under our Personal login.
Spreadsheet updated*
Check Client’s Outlook & Finish Onboard Process*
Send Metlife add producer email signature-Limited to AZ, CO, NM, NV, UT, KS, MO*
Sent 3 Email signatures to agent:*
Document Welcome Call Completed in Hawksoft*
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