Licensed Sales Position Onboarding Steps

What to Expect - Your Onboarding Specialist will reach out within 24 hours of your Verbal Offer from your Recruiter.

Required Timeline - If your Onboarding Specialist was unable to reach you, please return their call within 24 hours of receiving your Welcome Email. 

What to Expect - We will send you a Background Consent Form from Checkr to authorize SelectQuote to run your background check - if you don’t see this within 24 hours of verbally accepting your offer with your Recruiter (excluding weekends and holidays), please reach out to your Onboarding Specialist.

Required Timeline - Please submit your background consent within 24 hours of receiving your email from Checkr.

Have more questions? Click Here!

What to Expect: Check your email for the "Welcome to SelectQuote's Licensing Portal" invite from sqonboarding@selectquote.com to set up your AgentSync profile. You must read through the instructions carefully and answer all items truthfully, as these will impact your ability to obtain additional state licenses and carrier appointments.

CLICK HERE for a video guide on how to set up your AgentSync profile.

Required Timeline - Complete within 24 hours - additional documentation may be needed for Carriers or States

What to Expect: If you answered "Yes" to any of the background questions in AgentSync, the required documents must be uploaded into AgentSync as soon as possible.

Required Timeline: Upload to Agentsync any documents required within 72 hours -This allows our licensing department to submit for carrier appointments & non-resident licenses.

If you are currently appointed with any carriers, a carrier release will likely be needed. Reach out to your Onboarding Specialist for a list of our carriers. 

What to Expect: Send color photos of the front and back of your State ID or Driver's License to your Onboarding Specialist with all four corners visible within the photo. If your Driver's License does not have a star in the upper right-hand corner, we will need a birth certificate or passport in addition to your Driver's License. Send this at the same time that you send the Driver's License to your Onboarding Specialist. We will need this for contracting purposes.

Required Timeline: Within 24 hours of receiving the initial email.

What to Expect: Sent as an attachment in your initial Welcome email or click here. 

Licensing will utilize this form to submit the agent's signature to carrier contracts.

You will need to:

• Print the form

• Sign in black ink - make sure your signature stays inside the box!

• Send a photo or scanned copy back as an email attachment in a PDF/JPEG file format to your Onboarding Specialist

Required Timeline: Complete within 24 hours of initial email

What to Expect: Once your Checkr background is passed, your AgentSync profile has been completed, and the initial request for your state ID or driver's license is submitted, you'll receive this via iCims with login instructions. 

Required Timeline: Return within 24 hours of receiving email

What to Expect: You'll find your resident state's specific licensing process by visiting ExamFX. Your Onboarding Specialist will provide details on how to utilize SelectQuote's ExamFX discount!

Required Timeline: Begin studying and completing pre-licensing (if your State requires it) for the exam. Consult with your Onboarding Specialist for deadlines related to the licensing process for your position.

*Please note that if we cannot move forward in the onboarding process for any reason, you will not be reimbursed for any costs incurred. 

What to Expect:  Send a "Score Report" from the exam center to your Onboarding Specialist (a photo is acceptable). If you need to retake it, please reach out to your Onboarding Specialist as soon as possible to go over next steps. 

If you passed, WAY TO GO! Now you will apply for your license!🎉

Required Timeline: Immediately following your state exam call your Onboarding Specialist to discuss results.

What to Expect: Submit the application using NIPR  or view your state specific licensing resources here. Forward the email confirmation and the NIPR receipt you received to your Onboarding Specialist. 

Required Timeline: Submit your application immediately based on your state’s processing time. If you have already applied prior to taking your exam, confirm your Onboarding Specialist has received your application receipt.

What to Expect: You will receive an email once your license is approved. You can use this link to check your license status at any time. Forward a copy of the approval email or a picture of your license to your Onboarding Specialist. 

CONGRATULATIONS! Be proud of your new credential! 🎉

Required Timeline: Immediately send to your Onboarding Specialist upon approval.

This step is ONLY for SENIOR SALES AGENTS and CUSTOMER CARE AGENTS

AHIP Certification

What to Expect: Connect with your Onboarding Specialist to obtain your AHIP Certification instructions and the SelectQuote discount link. Send a copy of your AHIP Certificate, when completed, to your Onboarding Specialist.

Required Timeframe: Confirm with your Onboarding Specialist

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Aetna Certification

What to Expect: You must have completed AHIP before going to this step. Connect with your Onboarding Specialist to obtain your Aetna Certification instructions. Send a copy of your Aetna Certificate, when completed, to your Onboarding Specialist.

Required Timeframe:  Confirm with your Onboarding Specialist

What to Expect: SelectQuote will apply for many non-resident licenses on your behalf (if you do not already have them). There may be additional tasks required to complete CA, FL, and/or GA non-resident licenses. These tasks may include additional fingerprinting and a notarized form.  Further instructions will be provided by your Onboarding Specialist.

Please Note: 

These are NOT the same fingerprints that might have been required by your resident state. 

Required Timeline: Please complete these as soon as possible.

Speed Test Instructions

We recommend this be done on a hardwired connection as our equipment will not allow you to connect wirelessly. If you do not have access to a device with a direct hardwired connection (i.e. no computer or laptop), we will accept a speed test from a cell phone or tablet that is from a Wi-Fi connection (not your mobile carrier). You must run a speed test from www.speedtest.net to meet the internet requirement.

We cannot accept speed tests from mobile/wireless servers - T-Mobile and Verizon are examples of this. Even though they provide a router/modem, the signal is from their 5G/4G/LTE wireless service. These signals will fluctuate and will not provide the consistent speeds needed to run our systems. 

We ask that you make phone contact with your Internet Provider to confirm the speed eligibility for your specific address before the Internet speed test deadline.

Required Deadline - Your Onboarding Specialist will give you the deadline of when you need the sufficient speeds by. These are required before we can ship you equipment. 

If speeds of 20 Mbps upload and 20 Mbps download are not provided by the given deadline before the start of class, you will not be able to move forward with the position.

What to Expect - Sent by email from Ultimate Software (onboardingsupport@selectquote.com) 

Subject: IMPORTANT: SelectQuote's UKG Onboarding Packet. Please make sure to check your SPAM folder for this email if you have not received anything in your inbox. It is required to use a computer/laptop when accessing this site to avoid submission errors. If you have any issues while using UKG, you can use the document below to assist you. You can also reach out to your Onboarding Specialist. 

Required Timeline - Complete within 24 hours of receiving email.

UKG Pro Onboarding How-To Guide

What to Expect - Around the same time you receive your UKG Onboarding email, you will also receive an email from our outside vendor, Equifax titled, "Complete your SelectQuote I-9 with Equifax."

 Using the link provided in the email, you will schedule a quick virtual meeting (this can also be done on a mobile device). Please have your acceptable documentation ready to show the verifier. You will need original hard copies of any identification document.

Please note that when completing the I-9 Verification, you must provide first name, middle initial, and last name. 

Required Deadline - 24-72 Hours from receipt of email from Equifax

Click Here for a Guide to Complete Your I-9

What to Expect - Once you receive your equipment, you will also receive setup instructions via email.

Required Timeline - Set up your equipment within 24 hours of receiving it. We want you to be fully set up and operating before the start of training. This allows us to take care of any equipment issues so that you are truly ready to focus on day one without technical problems. Please confirm that you are operating, or let your Onboarding Specialist know if you have missing or broken equipment or need any technical assistance. 

Find Equipment Setup Instructions Here!

What to Expect - After you have set up your equipment and confirmed this with your Onboarding Specialist, you can expect a final confirmation call from them one to two business days prior to your scheduled start date. This call is to ensure that you have all the necessary resources and all IT issues resolved to be fully prepared for your first day of training with us!

Required Timeline - Your final confirmation call will be completed no later than one business day prior to your scheduled class start date. If you have any questions, comments, or concerns with this step, please don't hesitate to reach out to your Onboarding Specialist; they will gladly assist!

What to Expect - You will receive an email from the Training Team the week prior to your start day that will outline how to prepare and what to expect Day 1 and beyond. 

Required Timeline - The morning of your first day of training please make sure you are at your computer and on the Zoom link early for check-in! If you have any issues prior to the start of training please reply to the training email or reach out to your Onboarding Specialist.