| Section | Summary |
| Core Sections: | |
| Agent Onboarding Flow | New agent onboarding process with contact details for each step of the process |
| Selling commercial insurance with SAGE | Outlines set of process that needs to be followed to start selling commercial |
| Frequently asked questions (FAQs) | Answers to common questions about onboarding, compliance, CRM Rater, marketing, training, carrier appointments, commissions & servicing, etc. |
| Agent Support Team | Contact details by support area |
| New Business Process | Detailed new process which must be followed for all new business bound |
| Passbolt and Docusign | Instructions for using Passbolt and Docusign. |
| SAGE CRM Rater Demo | Video demonstration of the SAGE CRM |
| Writing in additional states | Process on how you can write in additional states |
| Unclaimed Quotes Process | Process on how to claim your quotes which is sent to Covered by Sage directly. |
| Additional Resources: | |
| Carrier Resources | Carrier cheat sheets by state and LoB Detailed carrier directories |
| Lead Gen Programs | Programs to generate insurance leads |
| Commission Details | Commission payments Commission rates by carrier & state |
| Marketing Collaterals | Sample marketing collaterals created to build the brand of SAGE agents |
| Carrier Webinars | Carrier webinars run by carrier marketing reps to educate on their product |
| Other Webinars | SAGE run webinars to maximize your agency |
| ACORD Forms | Commonly used ACORD forms |
| AOR Process | Find carrier specific AOR process |
| Simply Easier Payment | Instructions on making payment through Simply Easier Payment |
| Covered by Sage Wire Transfer Instruction | Instructions on making payment through wire transfer for agency billed policies |
