Onboarding Form
How to complete the onboarding form
Each carrier must be entered separately.
If you are contracting as principal of an agency:
• List agency information on one entry
• List principal of the agency information on a separate entry
• List downline agents on separate entries
For each carrier row, complete:
• Carrier
• Line of Business
• Currently Contracted
• States Requested
• Upline Agency
• Assign Commissions
• Agency commissions should be assigned to, if applicable
If you are unsure whether you are currently contracted with a carrier, you will need to contact that carrier directly.
Your onboarding request has been submitted successfully.
Agency or Agent Entry
Agency or Agent Information
Complete the fields below for the specific agency or individual agent represented by this entry.
If you are contracting as an agency with the carrier, the agency will need to be licensed in each state you will write business in.
Required for agent entries.
Required for agent entries. Enter numbers only.
Required for agency entries. Enter numbers only.
Enter digits only.
If you are contracting as both an agent and agency, use a unique email address on each entry.
For reference only. The spreadsheet process still expects separate entries for downline agents.
Carrier Information
Add a separate carrier row for each carrier and line of business combination. For example, if the same person is requesting both MA and ACA with the same carrier, add two carrier rows.
Carrier Row
Depending on the information listed, you will receive new onboarding instructions or transfer or release instructions for the carrier listed.
Y means to assign commissions to another agency where possible. N means to assign commissions to the agent when possible.
This may be the same as or different from the upline agency.