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PRODUCER ONBOARDING GUIDE 2018washingtontechnology.org/hrbenefitsTable of contents 03WELCOME TO THE WTA COMMUNITY04OUR HEALTHCARE PARTNERS05QUOTING THE WTA PROGRAM06BENEFIT PRODUCTS WTA MEDICAL BUNDLE ANCILLARY
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The producer onboarding guide is a document that outlines the necessary steps and information for onboarding new producers or agents to an organization.
All insurance companies and agencies are required to file the producer onboarding guide.
The producer onboarding guide can be filled out by following the instructions provided in the document, which typically includes sections for personal information, training requirements, and licensing details.
The purpose of the producer onboarding guide is to ensure that all new producers are properly trained, licensed, and compliant with regulations before they begin selling insurance products.
Information such as the producer's name, contact information, licensing details, training completed, and any background checks must be reported on the producer onboarding guide.
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