Contracting process
PAGE 18
Contracting and appointment typically happen together
Email #2 from John Hancock with outcome of background check.
If approved, agent is cleared to sell
Sign Docusign agreements, then get your pipeline ready. Background check outcome will be available within 10 business days.
Email #1 from Ethos with link to Docusign agreements
Agent initiates contracting
Arrives immediately
Agents should run a mock quote ASAP to initiate contracting before a live sale.
© 2024 Ethos Life | Confidential | For agent use only
Made with FlippingBook - professional solution for displaying marketing and sales documents online