Welcome to Platinum

Step 1: Watch the Onboarding Videos

Please watch through all of the videos below. They will help answer many of the questions that you will run into as you start your journey with us. 

Step 2: Meet with Jesse

Once you have watched through the onboarding videos, you can then schedule a meeting with our Director of Agency Growth, Jesse Porch. He will verify with you to make sure that the onboarding videos have been to ensure there are not important items that you need to do that have been missed. When you meet with Jesse he will answer any of your questions, help you choose your systems, and a handful of other things. Please see the info below to schedule with Jesse: If you do not find a time soon enough on the meeting scheduling link please email or call Jesse to see if he can meet with you sooner. 

Step 3: E&O & Cyber Insurance

E&O: Do you have your own Errors and Omissions insurance or would you like to be added under our E&O policy? We will need you to complete a specific training from our E&O carrier and provide us the certificate of completion. Please email this certicate of completion to parker@platinuminsgroup.com (Here is the link for the training video: CLICK HERE) 

If you already have your own E&O policy, here are some of the things that it needs to have. We will need you to send us the complete dec page so that we can have our E&O carrier review it. If you plan to get your own E&O policy, please review this info below carefully as most carriers do not have the correct policy language to satisfy these requirements. If you have any questions on the E&O, please reach out to parker@platinuminsgroup.com.

1. 1. Covers for all lines of business that you will be writing

   2. Has limits for at least $1,000,000 per occurrence and $1,000,000 aggregate

   3. Has a deductible of no more than $10,000

   4. Lists Platinum Insurance Group as an additional named insured

   5. Is classified as a primary policy

   6. Has a "Waiver of Subrogation" or "Primary Non-Contributory" or similar endorsement

   7. Has a retroactive date no later than the date you started with Platinum

Cyber:  Do you have your own Cyber insurance or would you like to be added under our policy?  If you would like to be added to our policy. We have a 1,000,000 policy that is required by some carriers. If you already have your own policy, we will need a copy of it.

You can email these documents to parker@platinuminsgroup.com or you can upload them on the form in Step 4. 

Step 4: Choose Systems & Pay Invoice

Once you have met with Jesse to go over systems you will fill out this form so Russ can create your invoice. Once this is paid we will start processing your documents to get your systems and carrier logins created.

Step 5: Complete your Documents

Once you have met with Jesse to go over systems you will fill out this form so Russ can create your invoice. Once this is paid we will start processing your documents to get your systems and carrier logins created. Make sure when you are clicking the documents you download the files to your computer and fill them out. Once they are completed please email them to Reg@PlatinumInsGroup.com and please cc the person who send you this onboarding link so they can track your progress. 

Step 6: Rater Setup (Watch the video for the rater you chose in step 4)

Step 7: Request Carrier Access

Once you have filled out the documents in section 5. Please proceed to the Carriers page located on the home page of the dashboard. In this section you will select the carriers you would like to access. We recommend starting with just a few of the main carriers until you get familiar with the carriers so it is not so overwhelming. Ask Jesse for the top carriers for your agency.

Step 8: Life and/or Health Insurance (Optional)

If you are also interested in life or health insurance, please contact Axel Luna our Vice President of Life and Health Division.