Simply log into the Agenttraining.info site and click the “Getting Started” tab. Your prospective Agent can either do the Onboarding and Setup prior to your Game Planning session, or during the scheduled onboarding time. All new Agents are required to submit valid contracting and complete the necessary licensing prior to doing system or Carrier specific training.
Below you will find more detailed instructions on how to coach your new Agent through the Getting Started Onboarding process.
It is important they understand the contract will not be submitted to the corporate office until everything has been uploaded and filled out correctly. The contract is stored at the corporate office and used to appoint Agents with Carriers as policies are written. Although the initial contracting process is lengthy and specific, it allows for quicker Carrier appointments and faster payments.
This section will inform Agents on what to expect from the pre-licensing process. The quicker someone gets through the pre-licensing course, the greater the possibility they will finish and go on to become a writing Agent. By setting the right expectation, you are empowering them to be successful from the beginning. Pre-Licensing discount codes are issued to qualifying Managers and their team. Codes can be found on each Manager’s agency page. You must use this code during checkout.
The process is done completely through the corporate office when a first-time policy has been written. Those Agents living in pre-appointment states will be processed automatically. All first-time applications must be marked and will take slightly longer to issue due to the back-end appointment process.
There are select Carriers that require Agents to insure themselves against errors and omissions. We have listed two vendors but Agents are welcome to shop around. Those Carriers that require it, will ask for proof to be submitted.