ONBOARDING NOTES - DO NOT DELETE
last updated by Tonya, sometime in Feb?

This is what I THINK the steps are. Nobody has ever written this down.

1. Producer closes the sale, sends signed app to underwriting
2. Somebody sets up billing (Priya does this first, Dale does it last, I do not know who is right)
3. Welcome message goes out - three different versions floating around
4. Intake form - Marcy sends after the follow up call, Priya sends before the kickoff call,
   Dale does not send it at all as far as I can tell
5. Policy docs go out when underwriting releases them
6. ID cards - only Dale sends these? or does the carrier mail them directly? need to check
7. Follow up call / kickoff call - not everyone does one

OPEN QUESTIONS
- who owns the client after the sale closes, the producer or the account manager
- do we log any of this anywhere or is it all just in email
- 48 hour callback promise is in Dales letter. we are not hitting it. should it come out?
- nobody knows what happens if the client does not return the intake form

Renewals are a whole separate mess, not touching that here.
