Onboarding Overview!

Watch this video below *completely* before proceeding

Please Follow Each Step In The Order Described Below

Phase 1: Onboarding & Registration

Before getting started with the registration form below, keep in mind the following helpful resources:

  • AI Help Desk. Have onboarding/registration questions? Click here to use our DIG Agency AI Help Desk. It’s trained to answer 90% of the most common questions you’ll have about onboarding with our team.
  • Daily Live Q&A Calls. For all other questions, we host daily Onboarding Group Q&A sessions. Use this link to get on our schedule.
  • Email Support. Lastly, if all else fails, email our Head Onboarding Specialist Charmaine Fanugao here: charmaine@dufordig.com. Keep in mind it may take 24-48 hours to get a reply back, so please use our AI Help Desk and Q&A sessions for the fastest onboarding assistance!

Step 1: Please complete the Agent Registration form below.

NOTE: Once you have completed ALL steps in Phase 1, continue the onboarding process starting with Phase 2.

 

Phase 2: Carrier Contracting

Do NOT Do Phase 2 Until You’ve Completed Phase 1!

IMPORTANT: Watch the video directly below. Then, read everything below to submit your carrier appointments on SuranceBay!

When prompted, ONLY Choose Carriers Below To Start! (unless you are moving carriers over from another agency)

Step 1: Select the following carriers on SuranceBay: Click here to access (will say DIG Agency at the top)

To get started, you will need to get contracts with the following carriers. Depending on which contracts you are able to obtain, you will be placed on one of our agent compensation grids.

  • American Amicable
  • Mutual Of Omaha
  • Trinity/Family Benefit
    • NOTE: Please check the carrier availability map here. If you are in a state where Trinity/Family Benefit is NOT in, please select a non-resident state you’re currently licensed in. If you are NOT licensed in any non-resident states, come back after you get licensed, then request this carrier.
  • AIG/Corebridge
  • SBLI
  • Aetna CVS

Step 2: After submitting the carriers above on SuranceBay, please request CICA here and NOT on SuranceBay!

Are you moving your carriers from another agency to ours? MAKE SURE you request those carriers in SuranceBay IN ADDITION to the carriers above! Don’t forget! =)

How To Complete AML Training

Many carriers will also require you to complete Anti-Money Laundering Training. See the video directly above for guidance on how to do that.

Note: SuranceBay also has one available for free inside of your account once you’re in the AML section as well you can complete.

Getting Stuck Completing Your SuranceBay Account?

Stuck? Go ahead and email karra@360fgllc.com AND nancy@360fgllc.com over your email and password you selected on SuranceBay.

We may end up having to log in to get you unstuck, and having your account credentials ahead of time will hasten the process.

Contracting Turnaround Time & Status Checking

NOTE: It takes 2 weeks to fully appoint you AFTER submitting the contracts on SuranceBay.

To get an update on carrier contracting status, please call each carrier 10 days AFTER you submit your appointment requests. 

Asking for contracting updates any earlier is not recommended as some carriers do not readily have access to your appointment requests and cannot accurate report the true status.

Errors And Omissions Insurance

IMPORTANT: When you purchase errors and omissions coverage, make SURE to make the effective date the same day you purchase the policy!

Please go to E&O For Less to purchase E&O insurance if you haven’t already.

Get the plan that is around $30 to $40 a month.

Last Step: Sign Up For DIG's Training Site!

Do NOT Proceed To This Final Step UNTIL You Completed Phase 1 & 2 Above!

Once you’ve completed Step 1, our Onboarding Team will follow up via email and grant you access to DIG University, our Skool group that houses all of our training, Slack communication access, and live training calendar.

Approval to DIG University takes 24 to 48 business hours, so be patient, please! =) Also, remember you have to complete ALL the steps above BEFORE getting access (completing registration, completing the agent agreement form, and requesting carriers).

If it’s been LONGER than 48 business hours, email Charmaine at charmaine@dufordig.com for assistance, or hop on a daily Q&A call.

We look forward to working with you!

Best,
David Duford & The DIG Management Team