Customizing Onboarding for Distribution Partners

Read the step-by-step guide below or check out the video walkthrough. 

Available Customization Categories

The platform currently offers four main categories for onboarding customization:

1. Cyber Policy Requirements
2. Product and State Selection
3. Payment Details
4. Custom Questions

Configuring Standard Requirements

Cyber Policy Collection

Control whether agencies must provide cyber liability insurance documentation:

• Toggle this requirement ON or OFF
• When optional, agencies can choose whether to upload
• When required, agencies must provide documentation to complete onboarding

Product and State Selection Page

Manage how agencies select their operating parameters:

• When ENABLED: Agencies specify which products they'll sell and in which states
• When DISABLED: Agencies automatically get access to all products in all states where they're licensed
• This setting helps control distribution and ensure proper compliance from the start

Payment Details

Configure commission payment information collection:

• Enable to collect banking and payment information during onboarding
• Useful for MGAs paying commissions directly
• Can be made optional or required based on your needs

Creating Custom Questions

Custom questions allow you to gather specific information unique to your business needs.

Step 1: Add a Custom Question Section

1. Navigate to the custom questions area
2. Click to add a new question
3. Choose from the following elements:

Step 2: Configure Section Structure

Section Heading

• Create a main heading for your questions
• Example: "Business Information"

Subheading

• Add descriptive text below the heading
• Provides context for the questions that follow

Divider

• Insert visual separators between question groups
• Helps organize longer forms

Step 3: Add Question Types

Choose from multiple input types based on the information you need:

Text Input

• For open-ended text responses
• Configure:
  • Label (question text)
  • Tooltip (help text)
  • Placeholder text
  • Required/Optional status

Number Input

• For numerical data collection
• Configure:
  • Label and tooltip
  • Minimum value
  • Maximum value
  • Value type (standard number, currency, or percentage)
  • Required/Optional status

Toggle

• For yes/no questions
• Simple binary choice
• Can be required or optional

Select (Dropdown)

• For multiple choice questions
• Add as many options as needed
• Agencies select from your predefined list
• Set as required or optional

Step 4: Configure Question Properties

For each question, you can set:

• Required Status: Make any field mandatory or optional
• Help Text: Add tooltips to guide users
• Validation Rules: Set min/max values for numbers
• Display Format: Choose currency or percentage for number fields

Example Use Cases

Common custom questions include:

• Premium volume by state or product line
• Number of agents in the agency
• Years in business
• Specific carrier appointments held
• Technology platforms used
• Target market segments

Best Practices

• Keep It Relevant: Only ask for information you'll actually use
• Balance Requirements: Too many required fields can deter onboarding
• Use Clear Labels: Make questions easy to understand
• Provide Help Text: Use tooltips for complex questions

As always, if you have any questions or something doesn't quite make sense, please reach out to us on our support channels.