Onboarding Dashboard Steps

Learn how to navigate through your onboarding dashboard.

1. Navigate to Reagan AI in your browser and login. 
2. In the menu, click ‘Contracting’ and select ‘Dashboard’ from the drop-down menu. 
3. This will bring you to the Onboarding Dashboard where you will be able to view and track the progress of your direct invites, your downline’s invites, and change requests, as well as upload documents. 
4. On the Invite Manager Tab, you can view the status and current step the agent is on. 
5. To resend the invitation email, click ‘Resend.’ 
6. To view the carrier and levels associated with each invite, click the arrow next to the invite. 
7. You can add and edit carriers. 
8. To add a new carrier, view the carrier details and click the ‘Add Carriers’ button. You can add carriers at any step in the process. 
9. If you would like to edit a level, press edit. You can only edit carrier details for invites that are pending or applications that are in progress. 
10. On the Document Manager Tab, you can view the list of documents that are required. You can email, fax, or upload these required documents. 
11. If you would like to email or fax your documents, you can find the contact information below the documentation section. 
12. If you would like to upload your documents using our document uploader, you can do so in the section on the right. 
13. You can choose the type of document from the drop-down menu. 
14. Choose your file and then upload it. 
15. Once it is uploaded, you will see your document below. 
16. If you made a mistake with your upload, you can either click edit or delete. 
17. If you click edit, you can change the type of document and click update, or you can simply just choose to delete. 
18. Then, continue the process again for each required document. 
19. On the Change Request tab, you can view the status of your direct and downline’s change requests. 
20. You can search for a particular request by using the search box or filter by one or more statuses by using the status filter. 
21. To view the contract details of the request, click the arrow next to the request. 
22. You can edit the level and/or upline of the deferred requests only, by clicking the ‘Edit’ button.  
23. To delete deferred requests, press ‘Delete’ and then confirm. 
24. Once your agent has reached the SuranceBay portion of the process, you can view their progress on the SuranceBay Progress Tab. Here you can view which steps have been completed for each one of your applicable agents. 

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

How to Send an Invite Steps

Learn how to navigate through your onboarding dashboard.

1. Navigate to Reagan AI in your browser and login. 
2. On the Dashboard, click ‘Contract Agent’ 
3. Or from the menu, click ‘Contracting’ and select ‘Contract Agent’ from the drop-down menu. 
4. Your account will automatically be loaded into the direct upline field. 
5. If you wish to send invites for one of your downline agents, simply clear your name from the information bar and enter theirs instead. 
6. Use the ‘Existing Agent’ field if you want to send an invite to one of your existing downline agents.  
7. If you are sending to an existing agent, the ‘First Name’ and ‘Last Name’ fields are not needed. 
8. If this is a new agent, use the ‘First Name’ and ‘Last Name’ fields. 
9. Enter an email address 
10. Select ‘Yes’ to ‘Custom Signature’ if you would like to add your contact information to the invite.  You can create or update your signature by clicking ‘Create a Signature.’ 
11. Start typing a new signature in the editor window or click ‘Edit’ to change your existing signature. You may style the text using the style buttons in the editor toolbar. 
12. Click ‘Save’ when finished to create your signature. 
13. Click the ‘X’ icon to exit out of the window. 
14. Note: Your signature will be used no matter which of your agents is selected as the upline.  
15. Fill in the rest of the required fields. Please note, the Carriers that are listed are the carriers that are available for the chosen upline. Multiple carriers can be selected. 
16. Once all fields are completed, select ‘Next.’ 
17. You will then select the products and levels you want to contract the agent with. 
18. This process is broken down by carrier, and then further broken down by product grouping. 
19. To view options, expand the carrier and product that you are wanting, and select the desired level for that product. 
20. Products that are locked together will automatically select the level for each remaining product. 
21. If you don’t want a product, just leave it blank. 
22. Once you have completed this step, select ‘Send.’ The agent will receive an invitation email with a special link to start the contracting process.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

How to Submit a Change Request Steps

Learn how to navigate through your onboarding dashboard.

1. Navigate to Reagan AI in your browser and login.
2. Located at the top of the dashboard, hover over ‘Business Tools’ and select ‘Onboarding’ from the drop-down menu.
3. Next, you will hover over the ‘Send’ icon. This is the envelope icon located in the left tool bar.
4. Select ‘Change Request’ from the drop-down menu.
5. Once you have navigated to the Change Request form, enter the name of one of your downline agents where it says “Agent.’
6. Next, select the carrier. Please note, when viewing carrier options for that agent, you will only be able to select approved contracts that have been active for 90 days or more.
7. After selecting the carrier, select the contract and the plan that you would like the change to be applied to.
8. Then, move down and specify the request type from the options provided. It is important to note that request type options differ based on which carrier is selected.
9. Next, choose a new upline as well as a new level. The levels populated in the drop-down menu will only be the levels underneath the selected agent’s upline.
10. If you’d like to submit another change request for this agent, simply select the ‘Add Request’ button and fill out the Contract and Change Request information fields that appear.
11. Once completed, select ‘Save.’
12. An email will then be sent to the Agent Care Team informing them of your request.
13. You can follow along with the status of your request.
14. To do so, navigate to the Onboarding Dashboard.
15. You can do this by selecting the house icon in the left tool bar.
16. Once on the Onboarding Dashboard, select the Change Request tab
17. All submitted change requests will be visible here, grouped by Agent and Requestor.
18. Expand the specific request you would like to review to view a detailed status report.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

Med. Adv. Onboarding Process Steps

Learn how to navigate through your onboarding dashboard.

1. To start the Medicare Advantage onboarding process, you will need to click on the Start Onboarding link located on your invite.
2. The first step is to identify you.
3. There are three methods to do this.
4. If you already have a Reagan account, you can enter your username and password.
5. If you are not sure if you have a Reagan account, then you may select the writing number method.
6. You will need to provide one writing number from any carrier and another piece of identifying information which can be any of these options.
7. If your account cannot be found, then you can choose this new to Reagan option.
8. To create an account, you will need to provide your name, email, phone number, birthdate and your NPN or Social security number.
9. When you are finished, create your username and password.
10. Then click start invite.
11. Once you are logged in and your account is linked, you may start the onboarding process by filling out your personal information.
12. Your first and last name, birthday, social security number or NPN will automatically be filled in for you. Fill out the remaining required fields and then click next.
13. The next step is filling out your agency information.
14. If you want to contract your agency, click yes and fill out the required fields below. Otherwise, this will default to no.
15. Click next.
16. Here you will fill out your E and O information.
17. Click next once you are finished filing out the required fields.
18. Next is filing out your banking information.
19. Be sure to select your account type checking or savings and complete all fields before clicking next.
20. On the carrier step, you will see a list of carriers selected by your upline.
21. Select the carriers you would like to be contracted with.
22. Then, select if you need a release.
23. The next step is to add your insurance license by filling out state, license number, business license, date and expiration date.
24. If you have more than one, click on add license.
25. Once you are finished adding your licenses, click next to sign your contracting agreement.
26. Please review your contracting agreement and then download and review the Medicare Advantage Policies and Procedures Agreement.
27. Then, sign your agreement here and click submit.

You have successfully completed and sent your Medicare Advantage contract.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.

Life Onboarding Process Steps

Learn how to navigate through your onboarding dashboard.

1. To start the onboarding process, you will need to click on the start onboarding link on your invite.
2. The first step is to identify you.
3. There are three methods to do this.
4. From the dropdown, select which option best applies to you.
5. If you are new to Reagan, you will need to create an account.
6. To create an account, you will need to provide your name, email, phone number, birthday, and your NPN or your Social Security Number.
7. Next, you will need to create a Username and Password.
8. Then click start invite.
9. Once you a logged in and your account is linked, you can start the onboarding process by filling out your personal information.
10. To start, you can provide your SSN, the NPN number is optional. Then fill out your name and Date of Birth.
11. Make sure the information you put here is correct, so SuranceBay can locate your account.
12. Click Next when you are finished.
13. The next step is to choose your carriers.
14. It you would like to be contracted with this carrier, click ‘Yes’ under the ‘Add to App’ section.
15. If you need a release from a carrier, you can select yes or no under the ‘Released Needed’ section.
16. Click next for the last step.
17. This step is the contracting agreement. You will need to sign you name here and then click submit.
18. From here you can start the SuranceBay single sign on process by clicking the ‘SuranceBay Login’ button.
19. Before doing so, please be sure you have all the required information listed.
20. Clicking on the “SuranceBay Login” button will open a new tab so you can create your SuranceBay SureLc account.
21. Your last name, SSN, and DOB will be used to create an account and pull license information from NIPR.
22. Please read over all information before creating an account or agreeing to terms and conditions.
23. The “Doing Business As” section will be the first section that you will want to complete.
24. Next, fill out all the information in the “My Information” section.  Please don’t forget to fill out the Driver’s license section at the bottom.
25. Please add the Bank Account information if required.
26. Next, you will want to complete the Errors and Omissions section.
27. Then, you will want to complete the Anti-Money Laundering section.  This is located in the CE & Training Section.
28. The License information will be pre-populated from NIPR.
29. Please be sure to fill out any additional information SureLC may require, which will be indicated by the notification icons.
30. These icons will appear as dots next to the section in the left toolbar.
31. Once all of the information has been filled out, you can go back to ReaganAI to view your application status and upload documents.
32. Click on the “App Dashboard” on the side navigation bar.

Once your SuranceBay application has been completed, it may take up to 30 minutes for the information to sync with ReaganAI.

If you have any questions, please reach out to HelpDesk at help@hfgagents.com.