Manifestly: A Checklist App for Teams

Collect the signed offer letter and producer agreement

Classify the new hire's role

Complete I-9, W-4, and direct deposit forms

Run background check and MVR through the vendor

Sign the confidentiality and code of ethics agreement

Verify NPN and resident producer license on NIPR

Confirm carrier appointments in every bind state

Verify adjuster license in every handling state

Confirm CE compliance and renewal calendar

Add the new hire to the E&O policy roster

Hold welcome meeting with HR and the agency principal

Issue laptop, badge, and MFA token per Part 500

Provision AMS and rating-engine access

Walk through the WISP and incident reporting protocol

Review the employee handbook and licensing-expense policy

Schedule training sessions with the line-of-business mentor

Walk through ACORD form workflows in the AMS

Review carrier appetite and binding authority limits

Train on OFAC screening at quote and at claim payment

Shadow a senior producer or adjuster

Walk through medical, dental, and 401(k) options

Complete benefits enrollment before the 30-day deadline

Hold 30-day check-in covering pipeline and licensing

Hold 60-day skills review with the mentor

Run the 90-day performance review against KPIs

Free Checklist Templates for Licensing