You can always press Enter⏎ to continue
Welcome
Welcome
Please answer the following questions to notify H.A.R.T any time you send a contracting invitation to one of your downline agents. The information you provide, will help us to identify whether the agent is already in our system, create their agent profile, and tie them to your hierarchy. Should you have any questions, please contact the H.A.R.T @ 281-892-0192 or HART@TrustedSeniorSpecialists.com
10Questions
Notification of Link Sent
  • 1
    Please enter the first and last name of the agent you are contracting.
    Press
    Enter
  • 2
    Please enter the name of the carrier that you sent a contracting link for to your agent.
    Press
    Enter
  • 3
    Please select the date that the contracting link was sent to the agent.
    -
    Pick a Date
    Press
    Enter
  • 4
    Please use the drop-down menu to identify the level your agent will be at.
    • Agent
    • Solicitor (LOA)
    • GA
    • MGA
    Press
    Enter
  • 5
    Please use the drop-down menu to identify whether the agent is Direct or Indirect.
    • Direct Pay-Agent will receive commission payments directly from the carrier.
    • Indirect Pay- Agent will assign commissions to their immediate upline.
    Press
    Enter
  • 6
    Please complete the full hierarchy for this agent. Do not leave any blanks. Enter N/A for any levels that do not apply.
    Press
    Enter
  • 7
    Please enter the email address for the agent you are contracting.
    Press
    Enter
  • 8
    Please enter the full social security number for the agent you are contracting. (Numeric entry only, do not use the dashes)
    Press
    Enter
  • 9
    Please enter the National Producer Number for the agent you are contracting.
    Press
    Enter
  • 10
    Please enter the Date of Birth for the agent you are contracting.
    -
    Pick a Date
    Press
    Enter
  • Should be Empty:
Question Label
1 of 10See AllGo Back
close