Re Onboarding Lite Agents

When all info is attached in Hawksoft and labeled in all caps, fill out form entirely and click send. This form will be attached in Hawksoft CMS labeled as ONBOARD CHECKLIST.  If agent is also writing additional lines of business such as Life, Health or Disability be sure to fill out those separate onboarding forms.

Items Needed to onboard:

* Completed Onboard Form

* Resident Insurance License or Info (can look up on states website if agent hasn't turned it in)

* E&O dec page or certificate/policy minimum $1Million limits & not expired

* Signed Contract

Items Wanted for future onboarding

* Any additional carrier signed forms ie Kemper, Infinity Etc

*DOB-located on contract

*SS#-located on contract-not required for onboarding

*W9-via Panda Doc-not required for onboarding

Form Labeling Instructions (all caps ensures easy doc find under the attachments section in HS):

ONBOARD FORM

INSURANCE LICENSE (can be located on DOI SITES)

E&O DEC PAGE

CONTRACT

W9

CLICK HERE FOR DOI WEBSITES

CLICK HERE FOR NATIONWIDE AFFILIATION PHOTO 1

CLICK HERE FOR NATIONWIDE AFFILIATION PHOTO 2



VERIFY ALL DOCS*
ALL DOCS LABELED IN HS (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 Hawksoft under client file
GODADDY INSURE PRO AGENT*
Go to www.godaddy.com Username: [email protected] Password: Insuranceprof2021
ASSIGN AGENT AN EASY RATER ID*
TRAVELERS Re Onboarding for agents that COMPLETED their licensing already*
TRAVELERS (PERSONAL LINES) (step 1 for agents that didn't complete their licensing initially) Don't onboard agents if their home state is: NY/CA/FL/MI*
Add to Agent HQ* Go to: https://www.travelers.com/foragents Username: abeinsurepro Password: Insurancepros#2021
ENCOMPASS (PERSONAL LINES)only onboard if the agents home state is these states: WA/OR/ID/NV/AZ/NE/TX/OK/MO/AR/LA/IL/IN/TN/AL/GA/WV/VA/PA/MD/DC/NY/CT/NH*
IF WE ALREADY HAVE SS# ON FILE PROCEED WITH ONBOARD AND DON'T SEND ENCOMPASS EMAIL Go to: https://dashboard.encompassinsurance.com/foragents/agent_home.jsp Username: a1197393 Password: Aagents1
BRANCH (PERSONAL LINES)*
Only onboard agents that operate in this agents HOME STATE: ID/UT/AZ/WY/CO/NM/ND/SD/NE/KS/OK/IA/MO/WI/IL/IN/KY/TN/AL/OH/WV/VA/PA/NH
CHUBB (PERSONAL LINES ONLY)*
Go to https://www.chubb.com/AtChubb/jsp/home.faces Username: dnelson0 Password: Insurancepros#2021
NATIONWIDE (PERSONAL & COMMERCIAL LINES ONLY)Cannot onboard if agents home state is: California or New York or Michigan please mark as CNAS for those states*
Go to: https://agentcenter.nationwide.com/WorkspaceAC/login?redirectUri=https://identity.nationwide.com/as/jIRQc/resume/as/authorization.ping&tsms=1605732333314 Username: AAB91Y Password: Aagents1
ALLSTATE (PERSONAL & COMMERCIAL LINES) Only onboard if agents home state is GA & AZ*
FOREMOST & BRISTOL WEST AZ, CT, GA, NC, NJ, NV, NY & PA agents only (PERSONAL LINES)*
Email the Bristol West and Foremost email signature only
HIPPO (PERSONAL LINES ONLY)*
Please Note: DO NOT onboard if agents home state is one of these states: Idaho, Montana, Wyoming, North Dakota, South Dakota, Iowa, Oklahoma, Louisiana, Florida, North Carolina or Massachusetts
KEMPER/INFINITY Agent must be licensed in FL OR AZ*
Go to: specialty.kemper.com Username: aboling29 Password: InsurePro#2021
HARTFORD (COMMERCIAL LINES)*
ATTUNE (COMMERCIAL LINES)*
PROPELLER BONDS (COMMERCIAL LINES)*
NATIONAL GENERAL (PERSONAL & COMMERCIAL LINES) only onboard if agent is in one of these states: AZ,WI,IN,OH,AR,LA,MS,AL,TN,SC,NC,VA,DC,MD,DE,NJ,CT*
NBS (PERSONAL & COMMERCIAL LINES)*
Select the carriers agent requested below and send the LITE NBS onboarding email signature IF ANY ONE of them are selected by the agent.
SPREADSHEET UPDATED*
EMAIL SIGNATURES SENT TO AGENT*
SUSPENSES CREATED*
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