Onboarding Call — LPOM Agent Onboarding

Errors & Omissions insurance

Buy it now while we're on the call, then drop the certificate in the upload box below.

Integrity E&O — with discount

Carriers require $1,000,000 per claim / $3,000,000 aggregate minimum. You cannot be appointed without it.

E&O Details

Drops your E&O certificate on file and starts the renewal watch.

Legal First Name

Legal Last Name

Email *

Phone

E&O Carrier *

Policy Number *

Effective Date *

Expiration Date *

Limits Confirmed ($1M/$3M) *

YesNo

Certificate Upload *Click to upload

Submissions tracked in the Medicare Machine Factory CRM

W-9 and direct deposit

These are handled inside SureLC and each carrier's contracting packet. We never collect banking information here.

Onboarding form

The one form that feeds everything downstream — contracting, your CRM, your email. Use your legal name exactly as it reads on your license.

Contact ID tip: This link automatically appends any ?contact_id=... or ?id=... passed from your CRM invitation so the agent's submission links straight to their record.

Launch onboarding form

Broker / Producer Agreement — e-signature

Our side of the deal in writing.

E-sign broker agreement

Business Associate Agreement (BAA) — e-signature

The HIPAA piece — every agency touching health data has to have one on file. Template still to be sourced from Eldercare or IFC.

E-sign BAA

SureLC contracting

Our agency code is built into the link — do not start a generic SureLC account. This is the single highest-leverage thing on the call.

SureLC with LPOM agency code

Coming from another upline? Releases.

Reuse the live Carrier Release Intake form — submissions drop straight into the release engine already running in MMF.

Carrier Release Intake

Reuses the live form — submissions drop straight into the release engine already running in MMF.

Legal First Name

Legal Last Name

Email *

Phone

Carriers Held (Release Intake)

Aetna/CVS MAPDAetna Senior SupplementalAnthem (Elevance Health)DevotedHealth Spring (Cigna) MAPDHealth Spring (Cigna) Senior SupplementalHumanaUnited HealthCareWellcareOther

Current Upline

Upline Email

Current FMO

FMO Email

Submissions tracked in the Medicare Machine Factory CRM

Quick reference — start these on the call

Devoted — one email to agent-support@devoted.com
Health Spring (Cigna) MAPD — HealthSpring portal → Evolve → My Hierarchy Info → Request Hierarchy Change → Eldercare Insurance Services
UHC — agent emails Shcerts@uhc.com (6-month clock starts today)
Aetna — Transfer Release with signatures, or NOI with none (90 days)

Blanket release request template

Health Spring (Cigna) Senior Supplemental freezes hierarchy changes September 1 – December 31. Submit now and set expectations for January.

WellCare hierarchy change steps HealthSpring Med Supp hierarchy steps

Upload your state license(s)

Universal document upload form — doc type = State License.

Agent State License Upload

The one form the contracting team watches — pick the type, upload, set the expiration.

Legal First Name

Legal Last Name

Email *

Phone

Document Type *

File Upload *Click to upload

Completion Date

Expiration Date

Notes

Submissions tracked in the Medicare Machine Factory CRM

Agency State License Upload

Optional — upload an agency state license copy. No fields are required.

Agency State License Upload

Optional upload — submit only the fields you have.

Legal Entity Name

d.b.a. ("Doing Business As")

Phone

Document Type

File UploadClick to upload

Completion Date

Expiration Date

Notes

Submissions tracked in the Medicare Machine Factory CRM

LPOM Squad Nest broker community

Join the Nest

Discord

Say hi in #introductions before you leave the call.

Join the server

Personality profile assessment

Show only if not completed during recruiting.

Take the assessment

First 30 days training path

Coming soonFirst 30 days checklistBuild in this project

Team training calendar

Coming soonTeam Zoom training calendarJoshua

Your Team Captain

Filled in live by the recruiter on the call.

Medicare

AHIP — $50 off through IFC

AHIP with discount

Carrier product certifications

AHIP alone does not make you ready to sell. Each carrier has its own annual certification.

Coming soonCarrier certification matrix pageBuild with Erin · blocks launch

Life, Annuity, LTC

CE credits, AML, Annuity Suitability & LTC Partnership

CE vouchers are available through IFC — email Jamie Koudsi: jamie@ifcnationalmarketing.com. If you're writing life or annuities, you need AML and suitability training, and LTC Partnership for long-term care.

Upload your certificates (Optional)

One form for everything — optional upload, submit only what you have completed.

Legal First Name

Legal Last Name

Phone

Document Type

File UploadClick to upload

Accepts CSV, PDF, PNG, JPG — any file type.

Completion Date

Expiration Date

Notes

Submissions tracked in the Medicare Machine Factory CRM

GHL sub-account + A2P

Use this link to set up your Medicare Machine Factory CRM and get three months free. Be sure to complete BOTH pages.

1. The sign up page.

2. The A2P sign up page for your Telephony (Phone, SMS usage). Without this you will not have a working phone line to reach your clients.

Code MMFCRM90 (90 days free)

mmfactory.pro/join

Calendar setup

Build your booking link.

Coming soonLoom — GHL calendar setup walkthroughDianne / Lena / Ali

RetireFlo — code LEGACY40

Required for our automations with Connect Dashboard and Integrity Connect.

Integrity Connect access request

Quoting, plan comparisons, CRM lite, compliant phone number, custom PURL. Unlocks after your first active carrier contract.

Request access

IFC National Marketing broker portal (Life, Annuity, LTC)

Create account

Carrier portal logins

Depends on which contracts come back.

Coming soonCarrier portal login directoryErin

Call wrap-up

Recruiter fills this in at the end of the call — what got done, what's outstanding, target RTS date. The agent then gets the Broker Portal link by email.

Onboarding Call Wrap-Up

Recruiter-completed — moves the card to Certifications In Progress.

Legal First Name

Legal Last Name

Email *

Phone

What got done

E&O purchasedBroker agreement signed (Coming Soon)BAA signed (Coming Soon)SureLC submitted (Needed to get appointed with Life/Annuities/LTC carriers)Releases started (If moving contracts from a different Upline/FMO)Agent Licenses uploadedLPOM Squad Nest and Discord Communities JoinedAHIP startedAgency Licenses uploaded (Optional)CRM/A2P startedRetireFlo registered (Optional)Integrity Connect requestedIFC National Marketing broker portal (Life, Annuity, LTC) requested

What's outstanding

Team Captain

Target RTS Date

Notes

Submissions tracked in the Medicare Machine Factory CRM

No bank details, SSN, or passwords are collected anywhere on this page — those ride through SureLC and carrier contracting.

Agent Onboarding — Live Call

Set Up Your Business

Errors & Omissions insurance

E&O Details

Contract & Appoint

Onboarding form

Broker / Producer Agreement — e-signature

Business Associate Agreement (BAA) — e-signature

SureLC contracting

Coming from another upline? Releases.

Carrier Release Intake

Upload your state license(s)

Agent State License Upload

Agency State License Upload

Agency State License Upload

Community & Training

LPOM Squad Nest broker community

Discord

Personality profile assessment

First 30 days training path

Team training calendar

Your Team Captain

Get Certified

AHIP — $50 off through IFC

Carrier product certifications

CE credits, AML, Annuity Suitability & LTC Partnership

Upload your certificates (Optional)

Tech Stack

GHL sub-account + A2P

Calendar setup

RetireFlo — code LEGACY40

Integrity Connect access request

IFC National Marketing broker portal (Life, Annuity, LTC)

Carrier portal logins

Call wrap-up

Onboarding Call Wrap-Up