Contracting process
PAGE 18
Contracting and appointment typically happen together
Email #3 from John Hancock with outcome of background check
If approved, agent is cleared to sell
Background check
Up to 5 business days
Email #2 from John Hancock requesting background check authorization
Docusign agreements
Email #1 from Ethos with link to Docusign agreements
Agent initiates contracting
Minutes to review & sign
Arrives immediately
Agents should run a mock quote ASAP to initiate contracting before a live sale.
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