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Co-op Process
Standard Operating Procedure (SOP) for Insurance Agent Co-op Request and Reimbursement Purpose: The purpose of this SOP is to provide a clear and consistent process for Insurance Agents to request reimbursement for their marketing costs, also known ...
Accessing TPA Connect Learning Center
Accessing TPA Connect Learning Center Purpose: To guide team members and Insurance agents on how to access and enroll in courses on the TPA Connect Learning Center. Scope: This applies to all team members and insurance agents that might enroll in the ...
Managing Zoho CRM Portals
Objective The objective of this SOP is to guide users on how to access and update their information in Zoho CRM portals efficiently. Key Steps Request Access: Email "support at tpaconnect.net" to request access to the Zoho CRM portal. Accept ...
Agent Information Update
Form Link: https://zfrmz.com/kO2w8vlavJCNxVql8fwI We collect agent information to ensure compliance and support. Accurate records enable us to send timely reminders when certifications are expiring, helping agents stay compliant and ensuring a smooth ...
Commissions EFT/W-9 Form
Form Link: https://zfrmz.com/oKkrkAy0ChShNzrHalFh The Commissions EFT/W9 form is used to collect essential information from agents, including their payment details for direct deposit (EFT) and their W9 tax information. This form is necessary to ...