Your New Agent Onboarding starts here

Launch a New Agent

Consider & Complete

  • Upline must be Licensed and Contracted in the downline agents resident state

  • Upline may only request the Carriers/ Products that are approved and active with the upline

  • Upline may only request Title/ Compensation at least one level below the upline's Title/Compensation

  • LOA (License Only Agents) are unable to support a downline

  • Helpful Links and FAQ's are located at the bottom on this form

I confirm that I have read and Understand the Above conditions Before submitting this form as the Upline.

New Agent

Affiliation

Select "Not listed" if your team name is not found

Simplified Issue Life 

Compensation Level/Title represents your Impact Legacy Group Compensation, some carriers/products may vary - See grids in Impact Link


Select "None" If you do not wish to contract in this market
Select Carriers that you would like your agent to begin contracting with.

Advance Markets & Annuity

Compensation Level/Title represents your Impact Legacy Group compensation. All Producers will start at the "Starting Level" direct to Impact. Hierarchy overrides will be paid to the upline/manager from Impact Legacy Group

Select "None" If you do not wish to contract in this market
Select Carriers that you would like your agent to begin contracting with.

Medicare

Compensation Level/Title represents your Impact Legacy Group Compensation, some carriers/products may vary - See grids in Impact Link

Select "None" If you do not wish to contract in this market
Select Carriers that you would like your agent to begin contracting with.

Med Supp

Compensation Level/Title represents your Impact Legacy Group Compensation, some carriers/products may vary - See grids in Impact Link

Health Marketplace

Compensation Level/Title represents your Impact Legacy Group Compensation, some carriers/products may vary - See grids in Impact Link

Select "None" If you do not wish to contract in this market
Select Carriers that you would like your agent to begin contracting with.

Ancillary

Compensation Level/Title represents your Impact Legacy Group Compensation, some carriers/products may vary

Select Carriers that you would like your agent to begin contracting with.

Frequently Asked Questions

What Happens Next 

  1. Once submitted, Your Agent will receive a "Onboarding Packet” directly to their email that you provided. - Have them complete the "Onboarding Packet”

  1. Your Agent receives access to all “Impact Resources” followed by an email with contracting invitations for the carriers/ product affiliated with your agency. - Walk them through the resources and ensure they complete their carrier contracts

  1. Impact Contracting Team receives all completed contracts, processes and sends them to the carrier for final approval and a writing number. - Connect your agent to the Impact community and continue training

  1. Agent will receive an email from the individual carrier with their writing number and login information to their specific carrier portal.  - Help your Agent navigate the carrier portals and begin serving clients

YOU WERE MADE FOR IMPACT

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