NBG Onboarding

Carriers Available*
Contracting Guidelines

You are now on your way to becoming an independent insurance broker with the biggest and fastest growing IMO in the United States. We are excited for you to be joining our family and eager to support you during your onboarding journey.

Once you have successfully completed your onboarding process we will be able to commence contracting. You do not need to worry about anything during this time with contracting and are able to just focus on your training (please reach out to your upline for more information on training).

You will need the following documents on hand to upload:
1. Headshot
2. Insurance State License
3. State Driver’s License picture
4. Voided check or Direct Deposit Form ONLY
  - If you are uploading a check, the check contains the AGENT’S NAME
  - Absolutely NO screenshots of routing and/or account numbers are accepted by the carriers
  - NO bank statement
5. Errors and Omissions PDF certificate (this certificate is emailed to you once you have purchased your E&O, which you can purchase here - NAPA)
You will also be asked to provide your National Producer Number (NPN), which will be available to you a few days after receiving your state license number. If you do not have or do not know how to locate your NPN you can do so here - NIPR

If you have any questions regarding the onboarding/contracting process, please feel free to reach out to your agency administrator.

Upline*

First NameLast Name
Compensation*
Authorization To Obtain PDB Report

Information about the Fair Credit Reporting Act
*If any information on this page is not correct please do not proceed further and contact your upline*

Name*

First NameMiddle NameLast Name
Phone Number*
Format: (000) 000-0000.
Email*

Confirmation Email
Address*

Street Address

Street Address Line 2

CityState

Zip Code
Social Security Number*
NPN Number*
Date of Birth*

MonthDayYear
Date
Legal Status*
*Must be authorized to work in the US
Gender*
Insurance Resident State*
NoYes
NoYes

Business Legal Name*
Business Tax Classification*
Business Address*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Business NPN Number*
Incorporation Date*

MonthDayYear
Date
State License Number*
Tax ID/FEIN Number*
Business Insurance License*

Browse Files
Upload Business Insurance License Cancelof

Beneficiary Full Name*

First NameMiddle NameLast Name
Beneficiary Date of Birth*

MonthDayYear
Date
Beneficiary Phone Number*
Please enter a valid phone number.Format: (000) 000-0000.
Beneficiary Social Security *
Beneficiary Email*
example@example.com
Beneficiary Address*

Street Address

Street Address Line 2

CityState

Zip Code
Relationship *

Name of Bank for Direct Deposit*
Routing Number *
Account Number*
Voided check or Direct Deposit Form ONLY
- If you are uploading a check, the check contains the AGENT’S NAME
- Absolutely NO screenshots of routing and/or account numbers are accepted by the carriers
- NO bank statement
Voided Check / Direct Deposit Form*

Browse Files
Upload Voided Check Cancelof
I agree

Driver License Number*
Driver License State*
Driver License*

Browse Files
Upload Driver License Cancelof
Professional Headshot

Please upload a professional headshot below to be featured on your agency's social media pages.
The file may be a .PNG or .JPEG image:
Professional Headshot*

Browse Files
Upload Professional Headshot Cancelof

E&O Insurance Certificate:

Follow steps below for your Errors & Omissions (E&O) Insurance

You are required to have E&O Insurance Personal Liability to be contracted with the insurance carriers.

Preferred provider is Napa, please see direct link below:

HERE

*If you already have your E&O insurance please move on to the next step and upload your certificate*
Carrier Name*
Policy Number*
E&O Certificate*

Browse Files
Upload E&O Certificate Cancelof

I am working with National Brokers Group under the specified upline.I was explained in detail what the onboarding process entails.I am making this decision on my ownI certify no one else is filling out or signing on my behalf.My compensation level and upline is correct.
Signature*

Clear
Today’s Date*

MonthDayYear
Date
Date Submitted*

MonthDayYear
DateHourMinutesAM/PM Option
EnglishSpanish
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