INSURANCE AGENT ONBOARDING PROCESS

Created by ChecklistGuro (https://checklistguro.com)

[ ] Create Agent Profile: Create a new entry in the 'Agents' data model with initial application details.
[ ] Retrieve License Data: Fetch details from the 'Regulatory Database' to verify the agent's license validity.
[ ] Calculate Background Check Score: Execute a formula to weigh various background check variables into a final risk score.
[ ] Assign Compliance Review: Create a task for the Compliance Officer to review the submitted documentation.
[ ] Update Verification Status: Update the 'Agent Profile' entry to mark the identity verification step as 'Complete'.
[ ] Create Contract Entry: Generate a new 'Contract' data entry linked to the Agent Profile.
[ ] Digital Signature Task: Create a task for the Agent to sign the onboarding agreement via the platform.
[ ] Send Welcome Email: Send a welcome email to the new Agent's email address containing login credentials.
[ ] Get Training Modules: Retrieve the list of required training modules from the 'Training Catalog' model.
[ ] Assign Mandatory Training: Create tasks for the Agent to complete specific compliance training modules.
[ ] Update Training Progress: Update the 'Agent Profile' to reflect completed training modules.
[ ] Calculate Total Onboarding Cost: Aggregate all costs (background checks, licensing fees, admin hours) to find the total onboarding expense.
[ ] Send SMS Notification: Send an SMS to the Agent to notify them that their credentials are now active.
[ ] Create Equipment Request: Create an entry in the 'IT Assets' model for company-issued hardware/software access.
[ ] Generate Onboarding Summary Report: Create a report summarizing the completed onboarding details for the periodic audit.
[ ] Remove Duplicate Application: Delete any duplicate 'Agent Application' entries found during the verification process.

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