Stand Alone Onboard Call Form

In the event you leave a client a voicemail or schedule a time to do the onboarding with them, please use this sheet to complete the onboard call.

Client Name*

Email Address*

Phone*

Verify States Client is requesting to write in (only can be states IPA is licensed in) :*

Any states they want to be in that we are not currently in?*

CHECKLIST FOR ONBOARD CALL (check as you review) *

1- Ensure client has received all of their credentials for every carrier they were onboarded with.2- Ensure client knows how to log in to each carrier & you can answer any questions they may have on how to quote / where things are located (detailed stuff you can refer them to the carrier rep for their area & hook them up with trainings & webinars) (screen share via ZOOM, client sharing screen with you)3- IF PERSONAL LINES- Make sure their EZ Lynx is set up property / all credentials are entered for the carriers they have, since their quotes will only be as good as carrier access that is entered in. (screen share via ZOOM, client sharing screen with you)4- Going over Blind page sent to client via welcome email5- Making sure agent received web page information6- Making sure agent received Insure Pro Agent Resource portal credentials – Go to IPA Agent resource site with Agent (screen share via ZOOM, client sharing screen with you) and login, and go through each page (such as finance, quoting, etc., going over each page so that they know their way around the resource site. Pay special attention to go over the finance / pay in full links & policies for commercial Agency bill policies.7- Answering any questions the agent has

Any carriers Agent has NOT received credentials for?

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