Onboarding
The CRM uses this to collect new agent paperwork.
What is DocuSign?
The location of most licensing reports.
What is ProAgReports?
The spreadsheet that Cozett sends out every Friday with the attendees who have signed up for Fall or Spring Agent Training.
What is the Attendance Spreadsheet?
The date the annual forms are available to be completed.
What is July 1st?
Consequence of Agency or Agent not completing their annual RMA required forms.
What is opens Agency/Agent up for audit and/or fines.
The type of the tax ID does the agency use if it is a corporation.
What is an FEIN?
The report you will find agent comp test expiration date.
What is the Agent Training Report?
Action taken when training is cancelled due to weather or poor attendance.
What is contact the Licensing and Training teams immediately.
The short name for Certification for Contractors and Affiliates.
What is Agency NDS?
Who is an Affiliate?
The document that goes with the ACH Enrollment Form.
What is voided check?
The report you find E&O expiration dates.
What is the Agency Info by Account Rep report?
The person who attends a training that is not in our system but we need their name, full home address, license or NPN number.
Who is a non-company attendee?
The preferred location for electronic completion of all annual forms.
What is myProAg?
When forwarding emails what does the receiver, in this case licensing, need from you?
What is
Every agency is required to have this type of insurance.
What is Errors and Omissions or E&O?
The way you get Agency NDS report and leave off the agents on the Non-Disclosure Report for Affiliates/Agents
What is mark Y?
The person responsible for verifying an accurate sign-in / attendance that is reported to the state.
Who is the me the Account Rep?
If the agent completes a hard copy the email address hard copies are to be emailed to.
What is COI-Agents@proag.com?
When forwarding attachments the receiver of your emails, in this case Licensing, needs the Account Rep to.
What is verify document completion and give details?
The two new Agency forms Accounts Reps are required to sign.
What are System User Sheet and Crop Insurance Agency Agreement?
The Reinsurance Year you select on the Controlled Business Report.
What is the year we are collecting the Controlled Business?
The online app that is used to track attendance of classroom trainings.
What is Sign In Sheet App?
The name of all of the annual forms Account Reps are required to obtain?
What are Affiliate Controlled Business, Individual Controlled Business, COI and Certification for Contractors and Affiliates (Agency NDS)?
The exact location you can find annual forms, new agency, agent and affiliate documents.
What is TeamSite - Sales - Shared Documents - Agency Packet?