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Specific Solutions Internal Page / For Specific Solutions Employees Only
Internal Paperwork
Extension List with Direct Lines
Recruiting Agent Approval Form
Agent Name
(Required)
First
Last
Agent Email
(Required)
Agent Phone Number
(Required)
Marketing Rep
(Required)
Meeting Date
(Required)
MM slash DD slash YYYY
Are they part of an Agency that already writes with us? If so, who?
(Required)
Assigning Commission?
(Required)
You should be confirming this with the agent
If Assigning Commission, What is the Corporate License Number?
(Required)
Put N/A if NOT Assigning
Total Payout to Agent (including ERA)
(Required)
Add to Mass Emai List?
(Required)
Yes or No
Yes
No
Expected Start Date of Commissions?*
(Required)
*Start date for commissions is when NEW applications will come in and be paid to the Marketing Representative. You will not be paid on prior business or applications completed prior to onboarding being 100% completed. Effective 01/15/24: NO COMMISSION will be paid on business prior to agents’ onboarding being 100% completed AND has been approved by middle and upper management.
MM slash DD slash YYYY
How did you recruit this agent?
(Required)
How did you recruit this agent? (Inbound call, outbound call, inbound email, outbound email, initial contact date, meeting date, referral?) Please be as specific as possible. **Refer to restrictions by Upper Management prior to submitting**
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