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 *

Last Name *

Email *

Mobile Phone *

Team Affiliation (Agency / Group)

Team Affiliation (Agency / Group) *

Who is this Agent's Direct Upline? *

Direct Upline Email Address *

Direct Upline Phone Number *

Simplified Issue Life Compensation

Important: CLICK HERE to reference the compensation titles and carrier specific levels and percentages.

Simplified Issue Life Compensation Level *

Life Carrier Contracting request *

See My "Hierarchy Build Sheet" for Custom Life Levels (If Created) *

Yes

N/A

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.

Advance Markets Compensation Level *

Annuity Carrier Contracting Request *

Medicare Advantage

Important: 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.

Medicare Advantage Compensation Levels *

Medicare Advantage Carrier Contracting Request *

See My "Hierarchy Build Sheet" for Custom Medicare Levels (If Created) *

Yes

N/A

Medicare Supplement

CLICK HERE to reference the Medicare Supplement compensation titles and advancement guidelines.

Please note: Some carriers/products may vary.

Medicare Supplement Compensation Levels *

Medicare Supplement Carrier Contracting Request *

Ancillary

Please note: The ancillary carriers below apply to Medicare and Under 65.

Ancillary Carriers *

Under 65

Before moving forward CLICK HERE and reference Go-Plan.

U65 Compensation Level *

ACA Carriers *

Non-ACA Carriers *

Health Share *

Travel Plan *

Dental and Vision *

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