
Re Onboarding Lite Agents
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