REONBOARDING LITE AGENT

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

CLICK HERE FOR DOI WEBSITES

CLICK HERE FOR NATIONWIDE AFFILIATION PHOTO 1

CLICK HERE FOR NATIONWIDE AFFILIATION PHOTO 2

AGENT FIRST & LAST NAME*

AGENT EMAIL ADDRESS*

VERIFY ALL DOCS*

*Verified LOB's are listed on Home State Insurance License

*Verified LOB's are are covered under E&O and listed on Dec Page Life lines should list life P&C should list General P&C Health should list health lines

*No lines listed-we can accept as is

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)*

NPN Located on onboarding form

SS#

DOB:

GODADDY INSURE PRO AGENT*

ASSIGN AGENT AN EASY RATER ID*

Go to the Deactivated Agent tab and copy and paste the agent back onto the Lite Tab-this is where their code is stored to be reused

The Travelers & Allstate code is also located on their copy and pasted info

TRAVELERS Re Onboarding for agents that COMPLETED their licensing already*

Agent has not previously completed licensing with Travelers moving onto complete Step 1 of re-onboarding with Travelers and skipping step 2

Assign previous Travelers Code

Agent doesn't want Travelers at this time

Mark spreadsheet as one of the following that is applicable (Make sure Green X is marked on spreadsheet as previously completed licensing)

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*

Select Agency Tools

Select Producer Administration

Select “Add”

Enter the agents info and select save

Agent Onboarded OR

If no SSN go to https://insureproagent.com/email-onboarding and Click on No SSN Travelers Initial Onboard packet request and send

Agent doesn't want Travelers at this time

Assign previous Travelers Code

Mark spreadsheet as one of the following that is applicable (GREY HQ and then month number example for August is HQ8/PURPLE DA DNW OR CNAS)If no SSN mark Purple SSN

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*

BRANCH (PERSONAL LINES)*

Click on https://ourbranch.typeform.com/to/h3P9Xuqk and fill out form on behalf of the agent using the agent's info from Hawksoft and onboard form (don't send this form to the agent lets fill it out ourselves)

For the question of (Agency Name) if the agent does not have an agency name type in agents "first and last name"

For the question of (Network you are affiliated with) select "Insurance Professional Agency" from the dropdown list

Continue to fill out the rest of the info and click "Acknowledged" at the bottom

Agent Onboarded with Branch OR

Agent doesn't want Branch at this time

Agent doesn't operate in Branch state

Mark spreadsheet as one of the following that is applicable (GREY ONB/PURPLE DA DNW OR CNAS)

CHUBB (PERSONAL LINES ONLY)*

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*

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 to agent

Agent onboarded OR

Agent not located in an onboarding state

Agent doesn't want Foremost & Bristol West at this time

Mark spreadsheet as one of the following that is applicable (GREY ONB/PURPLE DA DNW OR CNAS)

HIPPO (PERSONAL LINES ONLY)*

1- Email the ACTION REQUIRED to complete your Hippo onboarding to the agent and include the Hippo onboarding Excel sheet as an attachment (email this out of Hawksoft in the agent file)

Agent onboarded OR

Agent does not want to be onboarded with Hippo

Agent is not located in a Hippo state

Mark spreadsheet as one of the following that is applicable (GREY ONB/PURPLE DA DNW OR CNAS)

KEMPER/INFINITY Agent must be licensed in FL OR AZ*

HARTFORD (COMMERCIAL LINES)*

Mark as Grey ONB even if the agent was previously Green X

ATTUNE (COMMERCIAL LINES)*

1-Click here to send pre filled email to attune https://insureproagent.com/email-onboarding

2-Be sure to fill out agent info on the pre-filled email

Click on your sent email from Outlook and drag the email from your sent box and add into attachments of the agent inside of Hawksoft

Agent onboarded OR

Agent does not want to be onboarded with Attune

Mark spreadsheet as one of the following that is applicable (GREY ONB/PURPLE DA DNW OR CNAS)

PROPELLER BONDS (COMMERCIAL LINES)*

1-Click here to Email Danny at Propeller https://insureproagent.com/email-onboarding

2-Be sure to fill out agent info on the pre-filled email

Click on your sent email from Outlook and drag the email from your sent box and add into attachments of the agent inside of Hawksoft

Agent Onboarded

Agent does not want to be onboarded with Propeller Bonds

Mark spreadsheet as one of the following that is applicable (GREY ONB/PURPLE DA DNW OR CNAS)

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*

Checked to make sure agent is in one of the states referenced above

Send (ACTION REQUIRED to complete your National General onboarding) email signature

Mark as Grey ONB on onboard spreadsheet

Agent is onboarded with National General OR

Agent is not onboarded because of one of the following reasons (DA or CNAS) please mark as purple DA or CNAS if agent is Directly appointed or not located in carriers state

NBS (PERSONAL & COMMERCIAL LINES)*

SPREADSHEET UPDATED*

IPA LITE producer onboard sheet filled out

EMAIL SIGNATURES SENT TO AGENT*

Easy Rater Email with ID

Welcome Email #3 with carriers not onboarded with listing the reasons we could not onboard and highlight the carriers we were able to onboard them with

Nationwide Email with ID & Password

REQUIRED TRAINING email signature

SUSPENSES CREATED*

WEL call suspense for same day use pencil

WEL for 1 week out to follow up with agent using FOLLOW UP CHECKLIST use pencil

E&O Suspense 30 days prior to E&O renewal use pencil

Suspense to BOR if agent says "yes" on onboard form that they want to book roll

Create separate suspense to RNB to check and make sure agent has completed all onboarding (30 days out)

Re Onboarding Lite Agents

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