Onboarding

1. Meet with one of our pros

You’ll sit down for a brief meeting with a member of our QuickStart team to learn more about the platform, see it in action, and discover how it can best help you succeed.

2. Get licensed and contracted

If you’re not already licensed and contracted with Assurity, we’ll help you through the process and provide you with all necessary forms and paperwork. Once this is complete, you’ll receive an agent code.

3. Receive your site

Your QuickStart site will be built and customized fast, then delivered to you with everything you need to start selling.

4. Optimize for growth

Once you’re up and running, you’ll meet twice annually with Assurity to review your analytics and marketing to ensure your site is doing the most it can for your business.

Post-sale support, simplified

Once you make a sale through QuickStart, your client will receive their policy via electronic delivery and can register on our MyAssurity customer portal. From there, they can make claims, review, and manage their coverage online. If they have any questions, they can contact our award-winning Customer Connections team for fast, friendly service.

Support & Consultation

One-on-one consultation

One of our experts will meet with you to find out how QuickStart can most effectively help you reach your goals.

Integrated analytics

Google Analytics support is included with every QuickStart site to reveal deep insights about your audience and performance.

Continued support

Get a complimentary six-month review with Assurity’s Vice President of Marketing and Digital Experience to maximize your site’s performance and make more sales.