Plan-Advisors-Onboarding-Spreadsheet.xlsx

	A	B	C	D
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5	How to complete the onboarding form
6	List one carrier per row
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8	If you are contracting as principal of an agency:
9		List Agency information on one row
10		List Principal of the agency information on a separate row
11		List downline agents on separate rows
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13	Column	Title of the column	Information needed	Additional Information
14	A	Contracting as an Agent or Agency?	List Agent or Agency depending on how you want to get contracted with the carrier	If you are contracting as an agency with the carrier, the agency will need to be licensed in each state you will write business in
15	B	If Agency- Principal Name	List agency principal name
16	C	Agency name as listed in the DOI	List the name of the agency as listed in the Department of Insurance
17	D	First name as listed in the DOI	First name as listed on the Department of Insurance
18	E	Last name as listed in the DOI	Last name as listed on the Department of Insurance
19	F	Birth Date	As listed
20	G	SSN(Agent)	Your SSN without dashes
21	H	EIN (Agency)	EIN of the agency requesting a contract without dashes
22	I	NPN	List the NPN of the agency or the agent listed on the row requesting a contract
23	J	Email Address	Email address in which contracting invite/instructions should be sent to	If you are contracting as both an agent and agency, please list a unique email address on each row
24	K	Cell Phone	Cell phone
25	L	Other Phone	Other contact phone number
26	M	Resident Address	As listed
27	N	City	As listed
28	O	State	As listed
29	P	Zip Code	As listed
30	Q	Carriers	List the carriers you would like to get contracted with	List one carrier per row
31	R	Line of Business	Define the line of business for the carrier you are requesting. I.E., MA, Med Supp, ACA, Life
32	S	Currently Contracted	List Y or N as appropriate for the carrier listed in the row	Depending on the information listed, you will receive new agent/agency onboarding instructions or transfer/release instructions for the carrier listed on the row. If you are unsure if you are contracted, you will need to contact the carrier
33	T	States Requested	States you'd like to get contracted in for the carrier listed on the row
34	U	Upline Agency	List the name of the agency that is partnered with Plan Advisors
35	V	Assign Commission	List Y if you are assigning your commissions to another agent/agency other than yourself. If you are not assigning commissions and will get paid directly from the carrier, list N	If yes is listed, complete column W
36	W	Agency commissions should be assigned to	List the name of the agency you are assigning commissions to. This could be the same or different from column U	If the carrier will pay the agent commissions, the agency will need to be licensed in each state agents will be writing business in
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