What should I expect after submitting the form?

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.

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.

Homeowners of America (HOAIC)

Credentials will come in an email from HOAIC.

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

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