Keep that agent info up to date! From shirt sizes
to sales goals, go through each team member
and ensure you have the latest and greatest.
Here are some top priorities:
• Birthdays
• Anniversaries
• Shirt sizes
• Payment preferences
• Sales goals
• Credit Card
• Bank Account info
Review your agent onboarding checklist, and
make sure all important documents are included
and updated: W9, Agent Info Sheets, Credit
Card authorization forms, and/or Direct Deposit
Authorization Forms.
Add tasks and documents to this checklist, like
independent contractor agreements, and be sure
to include addendums for things like commission
split changes too.
Agent Profile Audits
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1
Sometimes agents change
their business structure, like
going from a sole proprietor
to an LLC, so make sure
that's up to date too!
Don't just rely on verbal
permission for Credit Card
Charges and Direct Deposits,
get it in writing an add to
their profile!
