Preparing for Day One

• What to Expect - Your onboarding specialist will reach out within 24 hours of your Verbal Offer from your Recruiter.

• Required Timeline - Within 24 hours of receiving the welcome the 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.

**Please be aware of several processing delays we’ve experienced. We will keep close tabs on the status of your background check, and update you if needed**

Required Timeline- Within 24 hours maximum of receiving an email from Checkr.

Not finding the email from Checkr? - Remember to check your spam & trash folders. Speak with your Onboarding Specialist if you do not locate the email from Checkr. Subject Line: XYZ From: XYZ

Additional Consent/Info Required? - These are known as Exception Requests in Checkr. If your Candidate Portal indicates an Exception Request, please complete that promptly to ensure your background report is not further delayed (the report will not process until this is completed.). While many exception requests can be handled via your Candidate Portal, some may require you to reach out to Checkr.

*If you do not complete this within the required timeframe, your report will be suspended. If your report is suspended via Checkr, it will require you to contact Checkr. Without a clear background check report via Checkr, SelectQuote will not move forward with your conditional job offer.

Checkr Support Contact Options:

1. Submit a request

2. Email Checkr at support@checkr.com
   Ensure you include the link to your report so they know who you are!

3. If all else fails, you can reach out via phone at 844-224-3257
      Hours of Operation
       We're available Monday - Friday during the hours listed below:
       8 a.m. - 8 p.m. Eastern Time (ET)
   
   

My report is taking too long, what is wrong? - Unfortunately, there are times when court processes and delays can impact an estimated turn-around time for your background check report. If your report is experiencing delays, sit tight. Speak with your onboarding specialist to obtain up-to-date ETA’s, or log in to your Candidate Portal via Checkr, where you can review in more detail. Unfortunately, if your report is a County or Statewide search, there is nothing that SelectQuote or Checkr can do to speed up the process; the report is currently pending via the county or state courts being returned to an appointed court-runner or is presently pending finalization review by Checkr.

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 might 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 written statements within 24 hours and provide court-certified copies of documents within 72 hours based on your responses in AgentSync. **This allows our licensing department to submit for carrier appointments & non-resident licenses**

This is important for your ability to receive leads as soon as you come out of training!

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 in your initial Welcome email and linked below this message. Print, sign in black ink, and scan back as an email attachment in a PDF file format.

SureLC Form Link (Click Me)

Required Timeline - Licensing will utilize this form to append the Agents Signature to Carrier Contracts. Please ask your Onboarding Specialist for a list of Carriers who accept this form & return this form as soon as possible, or at least 2 weeks before your start date.

What to Expect - Once your Checkr background is passed, your agent sync profile has been completed, and the initial request for your State ID or Driver's License is fulfilled, you'll receive this via iCims. Please make sure to use the same login credentials that you used during the application process.

Required Timeline - Return promptly, within 24 hours of receiving email.

Click Here to learn more about exam requirements in your state.

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, revisit the lowest-scoring content and look at the future exam dates. If you passed, WAY TO GO! Now you will apply for your license!

Required Timeline - Immediately upon completing your state exam call your Onboarding Specialist to relay the results.

Click Here to Watch This Video from Essex, Onboarding Specialist, on State Exam & AHIP Tips and Tricks 

What to Expect - Submit the application per the instructions your Onboarding Specialist sent you.

Required Timeline - Submit your application immediately based on your state’s processing time. If you have already applied prior to taking your exam, you can ignore this step.

Click Here to watch a video about obtaining your Non-Resident Fingerprints

Non-Resident Fingerprints

Obtaining your non-resident fingerprints is an important step in the onboarding process.  These are NOT the same as fingerprints that might have been required by your resident state.  These fingerprints are required for SelectQuote to obtain non-resident licenses in the states of California and Florida on your behalf so that you can sell in these states. Even if you live in CA or FL, you may still need a set of fingerprints. Two fingerprint cards are required for each state, so you may need either 2 or 4 cards completed. Your onboarding specialist will instruct you on how many cards you need to obtain.

These must be completed for you to be ready to sell in these states. California and Florida offer major earning potential in your role. This is a time-sensitive task. Please complete these as soon as possible.

Georgia Affidavit

This required affidavit allows SelectQuote to obtain a Georgia non-resident license on your behalf. This will allow you to sell in the state of GA and must be returned prior to the start of training.  Please print, completely fill out, and get the attached form notarized. You can take a picture and return it to your onboarding specialist. 

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 - We recommend you upgrade and provide proven sufficient speeds minimally 15 business days before your start date. If speeds of 20 Mbps upload and 20 Mbps download are not provided 11 business days 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 (noreply@ultimatesoftware.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 - Return within 24 hours to ensure HR can launch your I-9 Verification, as well as finalize your Direct Deposit and other HR documentation before your start date.

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. 

Using the link provided, you will schedule a quick virtual meeting (this can also be done on a mobile device). Once you confirm that appointment, please forward your confirmation to the Onboarding Support team so we can track that internally. Please have your acceptable documentation ready to show the verifier. You must have this I-9 Verification completed by the Thursday before your start date. If you have any trouble with this step, please don't hesitate to reach out to your Onboarding Specialist, they will gladly assist.

If you do not receive the email from Equifax, you can use this link to schedule your I-9 appointment. 

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

Click Here for a Guide to Complete Your I-9

Click Here to Watch a Video About Your Final Onboarding Steps

What to Expect - Agents are responsible for obtaining valid carrier releases and ensuring they have been processed by the carriers. Failure to do so may impact your ability to start in your position. Please reach out to your Onboarding Specialist for a list of carriers from which you may need a release. 

Required Timeline - Releases must be dated prior to the start of training to ensure we can begin the contracting and appointment process. Please see your Onboarding Specialist for a full timeline and resources. 

*Failure to obtain a release from more than one of our major carriers, may result in you not being able to start in your position.*