New Agent Registration Form

This is the New Agent Registration Form. The agency allows either a broker to add new agents who are under the broker directly into eAgentCenter, or a new agent to register directly under the agency in eAgentCenter:

The Registration Form contains four pages:

· Page 1 Manager ID

This page collects the following optional information:

Manager Agent ID

Password

Button: NEXT

Note:

The above credential is the same as in eAgentCenter. The information is optional. If the information is not given, then the new agent will be placed directly under the agency. For brokers, GA’s and FMO’s, please do not proceed unless the Manager ID is validated.

· Page 2 Agent Info

Manager Name (Display Only)

First Name

Last Name

DBA

Phone Number

Email

Tax ID Type (Individual/Corporation)

Tax ID

Address

City

State

ZIP

Button: NEXT

Note:

Please use a valid address. The web site will validate the address before saving. Registration Form with invalid address cannot be submitted.

· Page 3 Licenses

State

License No.

Effective Date

Code

Button: BACK, NEXT

Note:

Licenses information is not required. You can submit the registration without the license information.

· Page 4 Appointments

Carrier

Agent ID

Effective Date

Button: BACK, SUBMIT

Note:

Carrier appointment is not required. You can submit the registration without any appointments. However, commission process may be delayed if correct appointments are not set up properly.

The manager as identified in Page 1 must be appointed with a carrier before an appointment record can be added to a downline agent for that carrier. If manager was not identified in Page 1, then a new agent can enter appointments for any carrier that is set-up in the system.

· Next Step

After the registration is successfully saved into eAgentCenter, the system will notify you that your profile is created and that you can log into eAgentCenter with proper credentials.

Note:

The following information is set by default to all new registration:

1. Agent Status = PENDING

2. Contract = NEW

3. Manager = HOME if it is not validated in Page 1 of the Registration Form.

The agent service staff of the agency will make proper adjustments to these values when it is reviewed and approved.

Last updated: 10/29/2014 11:30:00 AM