To ensure a seamless and efficient onboarding process, we've prepared a checklist to guide you through each step. This checklist serves as your roadmap, outlining the key tasks and actions you need to take to complete your onboarding successfully.
1
Submit FFM Certificate
Email your FFM Certificate to agents@aobgrp.com
2
Create E123 Record
Use the provided recruiting link to create your E123 record for your Agency.
3
AOBG ACA Contracting Modules
Complete the following via the AOBG Contracting Portal:
• Sign the Producer Marketing Agreement
• Complete the ACA Questionnaire
• Successfully undergo the Background Check process
4
Setup O'Neill Back Office
Log in to the O'Neill Back Office and request carrier appointments as needed.
5
Health Sherpa Account Setup
Create an agency account with Health Sherpa, then connect to the appropriate agency using the provided join code.
6
Health Sherpa Training
Review the Health Sherpa Training materials thoroughly.
Need help? Contact our support team at agents@aobgrp.com
