INFORMATION NEEDED WHEN SIGNING UP A NEW AGENT: 

When you sign up a new agent we need the following information to complete our files:  

•     List all employees, title, job duties,  E-mail address, telephone extension 

•     W-9 - completed and executed by agent,

•     List of companies they are using now, 

•     Telephone number, fax number,

•     Web-site (URL address),    

•      Are they on the internet now at work?

•     Information for ACH -bank acct. numbers,

•     Do they have a main frame or outsource?

•     List and description of computer hardware 

•     List of Software programs they are using

•     Will they use our Agent Web program--

•     If so do they have a favorite password?

•     Are they on line with other ins. companies?

•     If yes, who, what , how   

Be sure to promote an agency page through our website. If they are agreeable get the information and photos  right then for their page. 

If allowed - take pictures of staff and principal - at the very least get picture of building and sign.

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