Your Onboarding starts here
Onboarding Packet
Pre Requirements
To complete this form, make sure you have these items readily available
Personal information Including Social Security Number, Date of Birth, Current Address
Designation of Commissions: As Earned (Month to Month) or Advanced
Proof of current Errors and Omissions Coverage
Anti-Money Laundering Certificate (If Selling ANY Life Insurance)
Valid Voided Check or EFT form to set up your Bank deposits. (Not required for Licensed Only Agents, LOA)
Supporting documents required for background questions
CMS/FFM Certification is required BEFORE requesting any Affordable Care Act (ACA) Carriers.
AHIP Certification is required BEFORE requesting any Medicare Carriers. (Discount with Aetna provided below)
If Doing Business as an Agency or LLC
Business needs to be licensed and registered with NIPR.
Business EIN and National Producer Number
Agent Information
If you selected Business Entity, provide the following:
Banking/Deposit
Please print Deposit Information for Verification
Bank Authorization
Electronic Funds Transfer Agreement: By Signing below I hereby authorize the Company to initiate credit entries and, if necessary, adjustments for credit entries in error to the checking and/or savings account indicated on this form. This authority is to remain in full effect until the company has received written notification from me of its termination. I understand that this authorization is subject to the terms of any agent or representative contract, commission agreement, or loan agreement that I may have now, or in the future, with the Company.
Errors & Omissions
Anti-Money Laundering
AHIP Certification
CMS/FFM Certification
Releases
Agent Profile
We need a headshot photo from you. This photo will be used as your professional profile picture for our company website, social media pages, as well as your ID badge and business cards.
For best results
• Find a solid, clutter free background
• Use natural light (do not use flash)
• Have a family member or friend take your photo, no selfies please!
• Smile and look into the camera lens
Background Information
Communication Consent
What Happens Next?
1. Once our team has finished verifying the data you sent us, you will receive access to all TMT Insurance Group Resources. You will also receive emails from carriers containing contract invitations. Make sure to check your spam and junk folders and complete all carrier contracts as soon as possible.
2. Our team will receive all completed contracts, processes and send them to the carrier for final approval and a writing number. In the meantime, familiarize yourself with the available resources in the TMT Insurance Group and continue training.
3. You will receive an email from the individual carrier with your writing number and login information to their specific website/portal. Only then can you begin selling products from the carrier.