This is the standard questionnaire we work through with every new partner agency — entity and insurance basics, systems, HR, carriers and accounting. Some answers may already be filled in (shaded gold) because we knew them; correct anything that looks wrong.
Short answers are fine, and the Details column is for anything that needs a caveat — a "No, except…" is far more useful to us than a bare No. If a question doesn't apply, put N/A. Nothing here is a commitment; it's how we plan the integration.
Some answers reveal a follow-up question underneath them, so the form gets a little longer as you go — that's expected, and it means you're only ever asked what's relevant to you.
Your answers save automatically as a draft — return to this same link any time to continue, you don't have to finish in one sitting. When you're done, click Submit to SIP. Questions? Reply to the email that sent you this link.