FrontRunner Onboarding

1
IMPORTANT:

Please be as thorough as possible when completing this Onboarding Form

We will customize your account based on the info you provide. To avoid delays, ensure all sections are completed.

Please save your progress frequently to avoid losing your work and having to start over.

Save your work by clicking the Save icon (floppy disk) at the bottom of the screen and choose from the save options provided.
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Agency Information* This field is required.
AGENT First Name
AGENT Last Name
AGENT Email (If State Farm, include full alias email)
Best Contact #
3
What is the agent's name?
4
Best Contact #
5
Has your agency opened yet?* This field is required.
YESNO
6
When does your agency open?* This field is required.
Date
Month
Day
Year
7
Agency Production Goals* This field is required.Please enter your total AGENCY monthly production goals. If not tracking, enter 0 for every field.
Auto
Fire
Life
Health
Bank
App Goal
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Premium Goal
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
App Goal
Premium Goal
Auto
Row 0, Column 0
Fire
Row 0, Column 1
Life
Row 0, Column 2
Health
Row 0, Column 3
Bank
Row 0, Column 4
Auto
Row 1, Column 0
Fire
Row 1, Column 1
Life
Row 1, Column 2
Health
Row 1, Column 3
Bank
Row 1, Column 4
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How Many Team Members Do You Have?* This field is required.Please Note: If you have more than 12 team members, be sure to provide their information in the Additional Information text box.
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Team Member InfoScroll to the right to fill out all fields. PLEASE NOTE: PTO in FrontRunner 8 Hours = 1 Day. User Roles Information 🛈
10
Team Activity Tracking & Goal Plans* This field is required.In this section, you’ll list the activities your team will track in FrontRunner. An activity is any action or task outside of a normal sale, including but not limited to: Calls, Quotes, Pivots, Appts Set, Appts Kept, Referrals, Google Reviews, and more! Below, list the activities TMs will track and, if applicable, the daily, weekly, or monthly goal for each item. If an activity doesn’t require a specific goal, enter “1” as a placeholder. Example: Quotes – John & Mary – 5 Daily, 25 Weekly, 100 Monthly or Google Reviews – All TMs – 1 Daily, 1 Weekly, 4 Monthly
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Team Production Goals* This field is required.Please enter their monthly production goals. (If None, type N/A)
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⭐️ TM Name
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Row 0, Column 7
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Row 0, Column 9
⭐️ Auto Apps
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
Row 1, Column 7
Row 1, Column 8
Row 1, Column 9
⭐️ Auto Premium
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
Row 2, Column 7
Row 2, Column 8
Row 2, Column 9
⭐️ Fire Apps
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
Row 3, Column 7
Row 3, Column 8
Row 3, Column 9
⭐️ Fire Premium
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
Row 4, Column 7
Row 4, Column 8
Row 4, Column 9
⭐️ Life Apps
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
Row 5, Column 7
Row 5, Column 8
Row 5, Column 9
⭐️ Life Premium
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Row 6, Column 3
Row 6, Column 4
Row 6, Column 5
Row 6, Column 6
Row 6, Column 7
Row 6, Column 8
Row 6, Column 9
⭐️ Health Apps
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
Row 7, Column 3
Row 7, Column 4
Row 7, Column 5
Row 7, Column 6
Row 7, Column 7
Row 7, Column 8
Row 7, Column 9
⭐️ Health Premium
Row 8, Column 0
Row 8, Column 1
Row 8, Column 2
Row 8, Column 3
Row 8, Column 4
Row 8, Column 5
Row 8, Column 6
Row 8, Column 7
Row 8, Column 8
Row 8, Column 9
⭐️ Bank Apps
Row 9, Column 0
Row 9, Column 1
Row 9, Column 2
Row 9, Column 3
Row 9, Column 4
Row 9, Column 5
Row 9, Column 6
Row 9, Column 7
Row 9, Column 8
Row 9, Column 9
⭐️ TM Name
⭐️ Auto Apps
⭐️ Auto Premium
⭐️ Fire Apps
⭐️ Fire Premium
⭐️ Life Apps
⭐️ Life Premium
⭐️ Health Apps
⭐️ Health Premium
⭐️ Bank Apps
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Row 0, Column 0
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Row 2, Column 0
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Row 2, Column 2
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Row 2, Column 3
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Team Production Goals* This field is required.Please enter their monthly production goals. (If None, type N/A)
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3
4
5
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10
⭐️ TM Name
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Row 0, Column 7
Row 0, Column 8
Row 0, Column 9
⭐️ Auto Apps
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
Row 1, Column 7
Row 1, Column 8
Row 1, Column 9
⭐️ Auto Premium
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
Row 2, Column 7
Row 2, Column 8
Row 2, Column 9
⭐️ Fire Apps
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
Row 3, Column 7
Row 3, Column 8
Row 3, Column 9
⭐️ Fire Premium
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
Row 4, Column 7
Row 4, Column 8
Row 4, Column 9
⭐️ Life Apps
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
Row 5, Column 7
Row 5, Column 8
Row 5, Column 9
⭐️ Life Premium
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Row 6, Column 3
Row 6, Column 4
Row 6, Column 5
Row 6, Column 6
Row 6, Column 7
Row 6, Column 8
Row 6, Column 9
⭐️ Health Apps
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
Row 7, Column 3
Row 7, Column 4
Row 7, Column 5
Row 7, Column 6
Row 7, Column 7
Row 7, Column 8
Row 7, Column 9
⭐️ Health Premium
Row 8, Column 0
Row 8, Column 1
Row 8, Column 2
Row 8, Column 3
Row 8, Column 4
Row 8, Column 5
Row 8, Column 6
Row 8, Column 7
Row 8, Column 8
Row 8, Column 9
⭐️ Bank Apps
Row 9, Column 0
Row 9, Column 1
Row 9, Column 2
Row 9, Column 3
Row 9, Column 4
Row 9, Column 5
Row 9, Column 6
Row 9, Column 7
Row 9, Column 8
Row 9, Column 9
⭐️ TM Name
⭐️ Auto Apps
⭐️ Auto Premium
⭐️ Fire Apps
⭐️ Fire Premium
⭐️ Life Apps
⭐️ Life Premium
⭐️ Health Apps
⭐️ Health Premium
⭐️ Bank Apps
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Team Production Goals* This field is required.Please enter their monthly production goals. (If None, type N/A)
1
2
3
4
5
6
7
8
9
10
⭐️ TM Name
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Row 0, Column 3
Row 0, Column 4
Row 0, Column 5
Row 0, Column 6
Row 0, Column 7
Row 0, Column 8
Row 0, Column 9
⭐️ Auto Apps
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Row 1, Column 3
Row 1, Column 4
Row 1, Column 5
Row 1, Column 6
Row 1, Column 7
Row 1, Column 8
Row 1, Column 9
⭐️ Auto Premium
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Row 2, Column 3
Row 2, Column 4
Row 2, Column 5
Row 2, Column 6
Row 2, Column 7
Row 2, Column 8
Row 2, Column 9
⭐️ Fire Apps
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Row 3, Column 3
Row 3, Column 4
Row 3, Column 5
Row 3, Column 6
Row 3, Column 7
Row 3, Column 8
Row 3, Column 9
⭐️ Fire Premium
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Row 4, Column 3
Row 4, Column 4
Row 4, Column 5
Row 4, Column 6
Row 4, Column 7
Row 4, Column 8
Row 4, Column 9
⭐️ Life Apps
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Row 5, Column 3
Row 5, Column 4
Row 5, Column 5
Row 5, Column 6
Row 5, Column 7
Row 5, Column 8
Row 5, Column 9
⭐️ Life Premium
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Row 6, Column 3
Row 6, Column 4
Row 6, Column 5
Row 6, Column 6
Row 6, Column 7
Row 6, Column 8
Row 6, Column 9
⭐️ Health Apps
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
Row 7, Column 3
Row 7, Column 4
Row 7, Column 5
Row 7, Column 6
Row 7, Column 7
Row 7, Column 8
Row 7, Column 9
⭐️ Health Premium
Row 8, Column 0
Row 8, Column 1
Row 8, Column 2
Row 8, Column 3
Row 8, Column 4
Row 8, Column 5
Row 8, Column 6
Row 8, Column 7
Row 8, Column 8
Row 8, Column 9
⭐️ Bank Apps
Row 9, Column 0
Row 9, Column 1
Row 9, Column 2
Row 9, Column 3
Row 9, Column 4
Row 9, Column 5
Row 9, Column 6
Row 9, Column 7
Row 9, Column 8
Row 9, Column 9
⭐️ TM Name
⭐️ Auto Apps
⭐️ Auto Premium
⭐️ Fire Apps
⭐️ Fire Premium
⭐️ Life Apps
⭐️ Life Premium
⭐️ Health Apps
⭐️ Health Premium
⭐️ Bank Apps
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Row 0, Column 0
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Please select the business types you track* This field is required.New is automatically included. If you pay for added auto as if it were a new auto, enter Same as New.
Tracked - No Commission
Tracked + Commission
Details? (Ex: Same as New)
Added Auto
Row 0, Column 0
Row 0, Column 1
Row 0, Column 2
Reinstated Auto
Row 1, Column 0
Row 1, Column 1
Row 1, Column 2
Transfer Auto
Row 2, Column 0
Row 2, Column 1
Row 2, Column 2
Added Fire
Row 3, Column 0
Row 3, Column 1
Row 3, Column 2
Reinstated Fire
Row 4, Column 0
Row 4, Column 1
Row 4, Column 2
Transfer Fire
Row 5, Column 0
Row 5, Column 1
Row 5, Column 2
Multi-Line
Row 6, Column 0
Row 6, Column 1
Row 6, Column 2
Referral/Pers Produced
Row 7, Column 0
Row 7, Column 1
Row 7, Column 2
Added Auto
Reinstated Auto
Transfer Auto
Added Fire
Reinstated Fire
Transfer Fire
Multi-Line
Referral/Pers Produced
Tracked - No Commission
Row 0, Column 0
Tracked + Commission
Row 0, Column 1
Details? (Ex: Same as New)
Row 0, Column 2
Tracked - No Commission
Row 1, Column 0
Tracked + Commission
Row 1, Column 1
Details? (Ex: Same as New)
Row 1, Column 2
Tracked - No Commission
Row 2, Column 0
Tracked + Commission
Row 2, Column 1
Details? (Ex: Same as New)
Row 2, Column 2
Tracked - No Commission
Row 3, Column 0
Tracked + Commission
Row 3, Column 1
Details? (Ex: Same as New)
Row 3, Column 2
Tracked - No Commission
Row 4, Column 0
Tracked + Commission
Row 4, Column 1
Details? (Ex: Same as New)
Row 4, Column 2
Tracked - No Commission
Row 5, Column 0
Tracked + Commission
Row 5, Column 1
Details? (Ex: Same as New)
Row 5, Column 2
Tracked - No Commission
Row 6, Column 0
Tracked + Commission
Row 6, Column 1
Details? (Ex: Same as New)
Row 6, Column 2
Tracked - No Commission
Row 7, Column 0
Tracked + Commission
Row 7, Column 1
Details? (Ex: Same as New)
Row 7, Column 2
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Marketing Source TypesYour account will include the most common source types. Please list any that may be specific to your agency.
16
Bonus & IncentivesPlease answer each question as accurately as possible.
17
Auto & Fire (P&C) - Do you pay your team when policies are written or issued?* This field is required.If policies are eligible for commission once submitted, select Written. If they must be Issued, select Issued.
WrittenIssued
18
Life, Health, & Bank (FS) - Do you pay your team when policies are written or issued?* This field is required.If policies are eligible for commission once submitted, select Written. If they must be Issued, select Issued.
WrittenIssued
19
Some comp plans include the opportunity to unlock higher commissions or additional bonuses if certain metrics are achieved. These are often referred to as tiered plans or kickers. Does your comp plan include tiers or kickers?
YESNO
20

I tier up my team based on how many applications they have for the month. This means that if, for example, they need 2 life policies to move to Tier 2, those life policies need to be

Once policies are , they can earn commission on those policies (assuming they qualify). If policies written in the prior month issue in the current month, those policies are paid at the
21
When Do You Pay?* This field is required.
Please Select
Please Select
Monthly (Once on the 20th)
Twice Monthly (5th & 20th)
Bi-Weekly (Next paycheck 1/5)
Weekly (Every Friday)
How is hourly/salary paid?
Please indicate your payment dates. (example: 5th & 20th) or (Bi-Weekly next payment 01/04/2021)
Which date of the month should include commission/bonus earnings?
Any other details...
22
Will any of your team members be splitting sales?You can choose whether you'd like 2 or more team members to split sales based on premium and/or bonus & you can even choose to split the app count! (Great for service pivots or transfers)
YESNO
23
Select how you'd like to split sales.
Split Premium and App Count
Split App Count Only
Split Premium Only
Split by Bonus
24
Do you calculate chargebacks? Let's be honest - no one likes them! How do you handle them in your agency? (For Time Limit, you can enter things like Auto - 6 months, Fire 12 Months, etc)
Please Select
Pro-Rated/Full?
Time Limit
Auto
Yes
No
Row 0, Column 0
Pro-Rated
Full
Row 0, Column 1
Row 0, Column 2
Fire
Yes
No
Row 1, Column 0
Pro-Rated
Full
Row 1, Column 1
Row 1, Column 2
Life
Yes
No
Row 2, Column 0
Pro-Rated
Full
Row 2, Column 1
Row 2, Column 2
Health
Yes
No
Row 3, Column 0
Pro-Rated
Full
Row 3, Column 1
Row 3, Column 2
Bank
Yes
No
Row 4, Column 0
Pro-Rated
Full
Row 4, Column 1
Row 4, Column 2
Auto
Fire
Life
Health
Bank
Please Select
Yes
No
Row 0, Column 0
Pro-Rated/Full?
Pro-Rated
Full
Row 0, Column 1
Time Limit
Row 0, Column 2
Please Select
Yes
No
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Pro-Rated/Full?
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Do you need to move any sales data over to us?* This field is required.If you select YES, once your account setup is complete, we’ll send an email outlining how to start this process.
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Compensation Plan Upload * This field is required.If attaching multiple plans, please indicate which team members should be assigned to each plan.
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Max. file size: 10.6MB
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27
Any Other Supporting Documents
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Max. file size: 10.6MB
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You’re about to submit your Onboarding Form

What to Expect Next:

Once you click Submit, your Onboarding Form and any attachments will be sent to FrontRunner. We will then begin customizing your FrontRunner account based on the info provided.

Please allow 4-6 business days to complete your account setup.

Please note: If we have to reach out to obtain additional info, your account completion could be delayed.

When your account is ready, you’ll receive an email outlining everything you and your team need to get started! Please be sure to read this email in full.

Click Submit on the next screen to confirm understanding of our setup process and to submit your Onboarding Form.
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