New Carrier Onboarding Procedure

1. Dashboard Updates

• (Kharen) Add the new carrier to the dashboard.

• (Kharen) Add the carrier to the new carrier home page on the dashboard.

• (Kharen) Upload the carrier's square logo to the drive for use in the carrier guide.

2. Internal Coordination

• Notify Jesse to include the carrier in the next monthly meeting agenda.

• (Jesse) Meet with the carrier to collect essential information for the dashboard, such as:

  • Lines of business

  • States they operate in

3. Documentation & Resource Organization

• (Rome) Create a new carrier folder in Google Drive.

• (Rome) Develop a new state and product spreadsheet.

• (Rome) Link carrier resources, spreadsheets, and bottom buttons on the dashboard.

• (Reg or Jesse) Add commission details to the commission spreadsheet.

4. System & Guide Updates

• Add the carrier to the State Guide on the dashboard home screen.

• (Reg) Update the new carrier login appointment spreadsheet.

• Add the carrier to the Carrier Guide and ensure it is listed in all applicable categories.

• Notify the Client for daily notifications checking.

• (Reg) Develop a guide on how to check notifications.

5. Technical & Commission Setup

• (Braden) Verify carrier downloads are properly set up.

• (Russ) Add the carrier to the commission template for tracking purposes.

• If applicable, add the carrier to the rater list on the dashboard.

• (Braden) Include the carrier in the monthly commission report.

6. Oversight & Quality Assurance

• (Parker) Oversee the entire process to ensure all steps are completed correctly and efficiently by each responsible party.