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Onboarding Process

  1. Once approved, contracts will be issued.
  2. Once approved, the agency and PIIB review the available companies and related volume requirements PIIB will request other documentation to assist with new company paperwork.
  3. During the company selection, a PIIB representative will assist the principal in selecting new markets for their agency.
  4. PIIB will prepare company appointment paperwork and send to the principal for signatures
  5. Once PIIB receives completed company paper work we take care of the submissions to the company, appointments can take weeks or months to be completed. When applying for a sub code you will likely meet with local reps during the appointment process. The appointments are not guaranteed, so prepare for these meetings accordingly.
  6. While the appointments are being processed PIIB will schedule a follow up meeting with the principal and staff to ensure the agency understands PIIB procedures.