AGENT
ONBOARDING
Getting started with Swyfft is easy. Follow the steps and guides below to help you get the most out of your partnership with us.
AGENT ONBORDING
LIVE TRAINING REGISTRATION
Just getting to know Swyfft? Onboarding webinars are a must.
Admitted: Alabama, Florida, Massachusetts, New York, and Texas
E&S: Alabama, Florida, Massachusetts, North Carolina, Texas
Florida
EMAILS
ONBOARDING: 3 PART SERIES
In Case You Missed it or Want a Refresher...
Below is our onboarding series, loaded with tips and training.
Agent Onboarding Series
Email 1 of 3
Learn 3 ways to boost your Swyfft IQ and write more business in less time.
Agent Onboarding Series
email 2 of 3
Explore the ARC and learn what tools are available to you.
Agent Onboarding Series
EMAIL 3 OF 3
You’re ready to go! Review these 4 things before you head off.
TIP 01
Always make sure you’re logged in to your agent dashboard – it’s how you’ll receive credit and commission for your bound policies.
Note: All Swyfft Producers need their own logins. To add a new producer login, contact us.
TIP 02
Get up to speed on how to use Swyfft.com through our training video series and our live training webinars. Choose from several training dates.
TIP 03
Download and review these materials to learn more about Swyfft’s programs and processes. Keep these on hand as a reference while writing business with us..
SWYFFT AGENT
BEST PRACTICES
AGENT TO DO'S
Quick navigation links to important housekeeping items can be found 24/7 on the ARC homepage. Outdated contact info can lead to all sorts of issues, so be sure to visit this section often to make any necessary updates.
REVIEW OUR QUICK REFERENCE GUIDES
Access our QRG’s to learn more about the particular states and products we’re currently servicing. You can easily review them on our site at anytime or download and print them to refer back to easily.
UTILIZE OUR CO-MARKETING ASSETS
We’ve put together ready to download and easily customizable co-marketing assets specifically for our agents. Now you can drive more traffic, increase brand awareness and sales even faster.
FAMILIARIZE YOURSELF WITH THE CLAIMS CENTER
Familiarize yourself with our claims reporting process. Visit our claims center and encourage your customers to do the same. You’ll find valuable information about reporting a claim, the process, our customer claims portal, emergency response and Direct Repair Network.
Agent To Do’s
Maintain Your Account
Be sure we have updated Agent email addresses, updated E&O’s and licenses. Also, make sure we have your ACH Agreement on file.
Sign Up for ACH Commission Payments
Commissions are paid via ACH. It’s fast and delivered directly to your account. You should have filled out the ACH agreement in your Agency Partnership Kit at the time you were appointed. If for some reason you didnt, please contact us at [email protected].
To view a sample ACH Agreement Form, click here.
Contact Your Sales Squad
Robert Ludwig
Maureen Gomez
Jeff Sanders
Chrissy Rotondo
Unsure of Who Your Marketing Rep is?
Let us know. We’ll put you in touch.
AGENT WEBINARS
LIVE TRAININGS
Newly appointed or simply want a refresher? Sign up for our LIVE training hosted by your favorite Marketing Reps every week. Each training takes you on a deep dive walk-through of our platform and ends with an open Q&A session.
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