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This document serves as a comprehensive guide to onboard new Agents into the Kentucky Health Benefit Exchange\'s systems and programs. It details the onboarding process, including the creation of Kentucky Online Gateway (KOG) accounts, training requirements, and the use of multi-factor authentication (MFA). Additional resources and instructions for accessing training and systems are provided to support Agents in their roles.
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How to fill out agent welcome packet

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How to fill out agent welcome packet

01
Gather all necessary documents, including the agent's ID and license.
02
Fill out the personal information section with name, contact information, and agency details.
03
Complete the tax forms required by the agency, such as W-9.
04
Review and sign the confidentiality agreement included in the packet.
05
Provide proof of training or education relevant to the agent's role.
06
Submit the completed packet to the designated agency representative.

Who needs agent welcome packet?

01
Newly hired real estate agents
02
Independent insurance agents
03
Sales agents starting with a new company
04
Agents transitioning to a new role or agency
05
Any individual required to complete administrative onboarding for a position in sales.
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An agent welcome packet is a collection of documents and information provided to new agents that outlines policies, procedures, and necessary forms they need to complete their registration and start their work.
Typically, new agents or representatives who are starting their role within a company or organization are required to file an agent welcome packet.
To fill out the agent welcome packet, individuals should carefully read the instructions, complete all required forms with accurate information, and ensure that all necessary documentation is included before submission.
The purpose of the agent welcome packet is to provide new agents with essential information to help them understand their role, the company's expectations, and the requirements for compliance.
The agent welcome packet generally requires personal identification information, professional credentials, contact details, and any relevant disclosures or declarations.
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