Impact Legacy Group Getting Started

Your New Agent Onboarding starts here

Launch a New Agent

Important!

Please acknowledge all points below before continuing:

Upline must be Licensed and Contracted in the downline Agent's 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
To accomodate downline agents, the compensation level of the upline must be above the Representative level
LOA (License Only Agents) are unable to support a downline
Helpful Links and FAQ's are located at the bottom of this form

As the upline, I confirm that I have read and understand the above conditions. I acknowledge that failing to confirm the above will result in contracting delays.

This form was completed by: *

New Agent Information

Note: Please verify the Agent's preferred contact information before completing this section.

First Name (As it appears on the agent's NIPR license) *

Last Name (As it appears on the agent's NIPR license) *

Email *

Mobile Phone *

This agent is doing business as: *

If you selected Business Entity, provide the following (Must be registered with the NIPR in order to contact as an entity)::

EIN Number
Business Entity Name (As registered with the NIPR)
Business Entity Address

Team Affiliation (Agency / Group)

Team Affiliation (Agency / Group) *

Who is this Agent's Direct Upline? *

Direct Upline Email Address *

Direct Upline Phone Number *

Compensation

Simplified Issue Life Compensation Level *

CLICK HERE to reference the compensation titles and carrier specific levels and percentages Simplified Life.

Medicare Supplement Compensation Levels *

CLICK HERE to view the Med Supp compensation titles and advancement guidelines. Note: Some carriers/products may vary.

Medicare Advantage Compensation Levels *

Please review AGENT ONLY COMP GRIDS for any agents above representative level. CLICK HERE to reference the Medicare Advantage compensation titles and advancement guidelines. Please note: Some carrier requirements may vary.

Advance Markets Compensation Level (Annuity)

All Producers are at "Starting Level" direct to Impact. Hierarchy overrides will be paid to the upline from Impact Legacy Group.

Contract Selection

Please use the field below to select all contracts needed for this agent.

Carrier Contract Selection

PLEASE NOTE: All carriers marked “(JIT)” are just in time with Advisors Excel, and REQUIRE business to submit BEFORE requesting contracts. If you have business to submit please indicate that in the notes below.

Please note any additional details needed for contracting below:

ACA

Before moving forward CLICK HERE to reference available carriers by state.

ACA Compensation Level

ACA Contract Selection

Which states are needed for ACA contracts

Existing or Previous Contracts

If this agent has previously been contracted with any of the selected contracts above, list them below:

Frequently Asked Questions

What Happens Next

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

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

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

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