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Ready to start Onboarding?

To get you set up quickly and compliantly, we’ve outlined a simple onboarding process below.

Completion of all steps will ensure a smooth transition into our network, giving you fast access to quoting, binding, and earning commissions.

Each step is outlined separately so you can easily assign them to the appropriate team members, in case you don’t usually manage all of these details personally.

Step 1: Agency Profile - Complete Form (1 Minute)

WHY? Basic information about your agency.

Step 2: Agency Solutions - Complete Form (5-10 Minutes)

WHY? Helps us understand your agency’s focus and strengths, allowing us to tailor product access and support your business goals.

Step 3: Licensing Information - Complete Form (3-5 Minutes)

WHY? Verifies your credentials quickly, ensures eligibility for carrier programs, helps us get you approved faster and keep you ready for quoting and binding.

Step 4: Accounting Information - Complete Form (5 Minutes)

WHY? So we can pay your commissions quickly and efficiently.

Step 5: Agency Roster - Complete Form (3 Minutes)

WHY? Helps us identify your team members who need access to quoting platforms, training, and support, ensuring everyone is set up for success immediately.

Step 6: Review and eSign Digital Broker Agreement - View Agreement and eSign (5-10 Minutes)

WHY? Establishes a clear and secure working relationship, so you can begin writing business with confidence and compliance from day one.

Once you've completed the onboarding items above, our team will promptly review your submission and follow up with the next actions to get you up and running. We're here to support you every step of the way and look forward to building a strong, successful partnership!