Explore the fit
Discuss your experience, goals, availability, and intended markets.
YOUR NEXT CHAPTER
Explore the fit, the systems, and your transition with our team.
Discuss your experience, goals, availability, and intended markets.
Review licenses, appointments, affiliations, and release obligations before making changes.
Review written compensation terms, carrier access, lead options, and tool costs.
Complete contracting, training, and readiness steps before authorized client work.
Find your roadmap, Academy learning, and business tools in one place.
Sharpen your skills through workshops, live calls, and presentations.
Explore advancement and leadership training as you become eligible.
After the applicable carrier contracting, onboarding, and authorization steps are complete. An existing license alone does not complete the transition.
Review your agreements and release requirements before making changes. Discuss any outstanding obligations during onboarding.
Commission-based independent contractor work. Review your written commission, advance, renewal, and chargeback terms with onboarding.
Budget for applicable licensing, fingerprints, leads, and tools. The Hub currently lists 45 days of CRM access from Agent activation, then $99/month for CRM or $149/month with drips and Violet. Confirm your plan and full costs during onboarding.
Discuss your availability during onboarding. Your schedule needs to accommodate client appointments and required training sessions.
Continue to our OFG overview, then complete the assessment and connect with onboarding staff.