Getting Started with Covered by SAGE
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What details & documents should I submit at the beginning of onboarding?
- Basic personal information: DOB, SSN, address and phone number, etc.
- License details: NPN, License state and number
- Compliance Documents: W-9 Form, E&O Certificate of Insurance, and Licenses
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Where should I submit the details & documents?
You can submit the details here: CBS Agent Details. If you can’t access the form, please contact carrierpartners@joinsage.com.
Compliance
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Does SAGE pay for my insurance license or Continuing Education (CE)? Does SAGE pay for me to get insurance licenses in other states?
Agents are responsible for the cost of licensing and Continuing Education.
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Is my name going to be on the policy document as the agent of record?
While it depends on the carrier, many carriers’ IT systems will only list on the declarations page
the business entity associated the main code (Covered by Sage) or the subcode. If you sell
enough volume with one carrier, you can apply for a sub-code (requires volume commitments).
