 This process takes a prospective intermediary from first application to an active, commission-earning relationship.  It is owned by the Distribution Operations Manager and executed by the Sales Operations team.

Manage intermediary onboarding

Quote and bind support

Intermediate Management 

A UI tile is a card-like block or visual item in the interface.

Tile

Onboarding checklist

Work instruction: Creating CRM records

Reviewing intermediary applications

Intermediate Management

Sales Operations

Sales Operations Overview

SOPs