4 step new agent onboarding

Step 1

Send new agent his Surelc link + instructions to create a profile. CLICK HERE FOR LINK AND INSTRUCTIONS

Step 2

After the agent completed his profile, you (recruiter) would fill out the onboarding form. CLICK HERE TO FILL OUT THE FORM

step 3

Once the form is completed, your agent will receive his contracts on email to sign within a few hours.

Step 4

Once the new agent completed his contracting, it’ll take 7-10 days to receive the agent numbers.

That’s it!

For questions, reach out to Kelly@equityinsurance.org / (724) 516-0537