FrontRunner Onboarding

What is the agent’s name?* This field is required.

First Name

Last Name

Agency Information* This field is required.

Agency Name

First Name

Last Name

Best Contact #

When did/does your agency open?* This field is required.Whether you're a brand new or tenured agent, we think this is a day to celebrate!

Date

Agency Production Goals* This field is required.Please enter your total agency monthly production goals. (If None, type 0)

Auto

Fire

Life

Health

Bank

App Goal

Premium Goal

App Goal

Premium Goal

Auto

Fire

Life

Health

Bank

Auto

Fire

Life

Health

Bank

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.

Team Member InfoPlease provide the following information for your team members If any do not apply, enter 0. PLEASE NOTE: PTO in FrontRunner 8 Hours = 1 Day If your team member has 66 Hours remaining, enter 8 in the day column and 2 in the hour column

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

⭐️

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

First

Last

Hourly

Salary

PTO Days

PTO Hours

Comp Plan Name

Team Activity Tracking & Goal PlansBelow is a table representing the goals for your team. You will want to enter the activity name, which team member(s) should be assigned to that goal and what their daily/weekly/monthly goal should be. If all team members should be given that goal, type all. If team members have separate goals for the same activity, just add the activity once more and list the team member on the newly added activity. (You can also provide further info in the notes at the end of this form or submit the goal plan via our file upload. An example line would look like... Calls - All - 50 - 250 - 1000 Quotes - John/Sarah - 5 - 25 - 100 - ✅

Team Production Goals* This field is required.Please enter their monthly production goals. (If None, type N/A)

⭐️ TM Name

⭐️ Auto Apps

⭐️ Auto Premium

⭐️ Fire Apps

⭐️ Fire Premium

⭐️ Life Apps

⭐️ Life Premium

⭐️ Health Apps

⭐️ Health Premium

⭐️ Bank Apps

⭐️ TM Name

⭐️ Auto Apps

⭐️ Auto Premium

⭐️ Fire Apps

⭐️ Fire Premium

⭐️ Life Apps

⭐️ Life Premium

⭐️ Health Apps

⭐️ Health Premium

⭐️ Bank Apps

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. If Added Autos are tracked but do not earn commission, select Tracked.

Are there any marketing sources you'd like to add?Your account will include the most common source types. Please list any that may be specific to your agency.

Bonus & IncentivesPlease answer each question as accurately as possible. If you believe your bonus configuration is complicated and/or uncommon, please utilize the text box space provided for further explanation.

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 sold, select Written. If they must be Issued, select Issued.

WrittenIssued

Life, Health, & Bank (FS) - Do you pay your team when policies are written or issued?* This field is required.

WrittenIssued

Do you allow team members to earn higher commission for achieving certain metrics? (Otherwise known as a Tier Plan) or do you require your team to achieve a certain metric prior to earning commission? Examples: Team members can earn an additional 1% for obtaining 2 life policies / Team members must issue 2 Life policies prior to earning commission.

YESNO

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 *

How Do You Pay? * This field is required.

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...

Will any of your team members be splitting sales?One of our great features includes Split 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 transfer agents)

YESNO

Select how you'd like to split sales.

Split By Premium

Split App Count

Split By Bonus

Other

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

Fire

Life

Health

Bank

Auto

Fire

Life

Health

Bank

Please Select

Pro-Rated/Full?

Time Limit

Please Select

Pro-Rated/Full?

Time Limit

Please Select

Pro-Rated/Full?

Time Limit

Please Select

Pro-Rated/Full?

Time Limit

Please Select

Pro-Rated/Full?

Time Limit

Do you need to move any data over to us? * This field is required.Please be sure to include your prior sales data in the Prior Data File Upload at the end of this form

YESNO

Compensation Plan Upload * This field is required.If attaching multiple plans, please be sure to name each plan accordingly.

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

Any Other Supporting DocumentsActivity Goals/Plans, Prior Year Data Transfer, etc...

Drag and drop files here

Select files to upload

Max. file size: 10.6MB

FrontRunner Onboarding