First we'll review your documentation and if everything is correct we'll submit it to the carriers. Below is a detailed explanation of what are the next steps you should expect from each one of them.
Aon Edge
Credentials will be sent to you by email from AonEdge.
Bamboo
Bamboo will send credentials in an email and invite you to an onboarding call.
biBERK
Credentials will come in an email from biBERK.
Branch
Branch will email you with an invitation to a training, after completing it, credentials will be sent to your email.
CNA
Credentials will come in an email from CNA.
Coterie
Credentials will come in an email from Coterie.
Clearcover
Clearcover will invite you to an onboarding call and will receive credentials in an email.
Cowbell
Cowbell will send an invitation email with access to a dashboard to start quoting.
Elephant
You will be invited to start quoting in the platform via email, please note that your agent id is your email address.
Ethos
You'll be invited to a training and will receive credentials in an email after completing it.
Gainsco
Credentials will come in an email from Gainsco.
Hiscox
An email will come to register for a Hiscox account.
Homeowners of America (HOAIC)
Credentials will come in an email from HOAIC.
Lamar
Credentials will come in an email from Lamar.
Lemonade
Lemonade will send credentials in an email and invite you to an onboarding call.
MileAuto
You'll be invited to a training and will receive credentials in an email after completing it.
Next
Next will automatically set you to quote from Agentero's portal.
Openly
Openly will be in touch shortly with you and will send credentials in email
Pathpoint
An email will come to register for a Pathpoint account.
Pie
This is the only carrier that we work with that has production requirements. Depending on your selection in the form, we'll set you up directly or as a user under Agentero/Agency Hero where you will not have any production requirements.
In both cases, credentials will be sent from Pie to your email. If you are set up under Agency Hero, you'll be invited to a training and will receive credentials in an email after completing it.
Pouch
Credentials will be sent to you by email from Pouch.
Sensa
Sensa will send credentials in an email.
Stillwater
Credentials will be sent via email.
Thimble
Lemonade will send credentials in an email and invite you to an onboarding call.
If you have any questions or want more specific details on this process or current status, feel free to email appointments@agentero.com