Personal Lines 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 Commercial, Life, Health or Disability be sure to fill out those seperate onboarding forms.
* Completed Onboard Form
* All State Licenses OR PDF of License Info
* Signed Contract-via docusign
* Signed Contract Addendums-via docusign
* Any additional carrier signed forms ie Kemper, Infinity Etc
*EFT if filled out