What You Need to Know

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Onboarding Process

Thank you for your interest in joining the EverWell Insurance team! To ensure a smooth onboarding experience, please follow the steps below. These steps are designed to help agents get set up and ready to start taking calls and closing policies quickly and efficiently.

Step 1: Internet Connection Test

To ensure that you can access our web interface without any issues, please follow the instructions below to test your internet connection:
  1. Access the Speed Test Tool: Access the Speed Test Tool: Go to SpeedTest and run a test on your internet connection.
  2. Check Your Results: Ensure that your download speed is at least 50 Mbps and your upload speed is at least 9 Mbps. If your connection does not meet these minimum requirements, please upgrade your internet plan or switch to a more reliable network.
  3. Submit Your Results: Take a screenshot of your speed test results as we require proof from all applicants that their internet connection is sufficient. Save this document as we will ask you to submit this in step 4.

Step 2: Errors and Omissions (E&O) Insurance

As part of our compliance requirements, all agents must have active E&O insurance:
  1. Obtain Your E&O Insurance: Ensure you have an active E&O policy. This insurance must cover a minimum of $1,000,000 aggregate coverage which includes Tech & Professional Services (E&O) and Data & Network Liability (Cyber Crime).
  2. Add EverWell Insurance as a certificate holder. Being the Certificate holder only allows EverWell Insurance to receive notifications if the policy is cancelled or modified. Being the certificate holder DOES NOT grant EverWell Insurance any rights under your policy. It simply updates us of your coverage.
    EverWell Insurance LLC
    3823 Tamiami Trl E
    Unit #340
    Naples, FL 34112
  3. Prepare Your Document: Scan or take a clear photo of your E&O insurance certificate. We accept only PDF and Microsoft Word format. Save this document as we will ask you to submit this in step 5.

Step 3: FFM Certification

We require all agents to be certified through the Federally Facilitated Marketplace (FFM):
  1. Complete Your FFM Certification: If you haven't already, complete the FFM certification course. Here are some helpful links that outline this process:
    https://www.cms.gov/marketplace/agents-brokers/registration-training https://www.cms.gov/files/document/new-agents-and-brokers-guide-marketplace-registration-and-training.pdf https://info.healthsherpa.com/ffm-certification
  2. Download Your Certificate: Once completed, download the certificate as a PDF. Save this document as we will ask you to submit this in step 5.

Step 4: W-9

We require all agents to provide us with a W9 form.
  1. Complete your W9 form using the following links:
  2. Download Your W-9: Once completed, download the W-9 as a PDF. Save this document as we will ask you to submit this in step 5.

Step 5: Email Us Your Documents

Once you have all four documents (Speed Test, E&O Insurance, FFM Certification, W9) you will be required to email these to your hiring officer.

Step 6: Sign Your Contract via DocuSign

Next, you'll need to review and sign your contract with EverWell Insurance:
  1. Check Your Email: You will receive an email from DocuSign with a link to your contract.
  2. Review the Contract: Carefully read through the terms and conditions of the contract.
  3. Sign Electronically: Follow the prompts to sign the document electronically.
  4. Submit: Once signed, the contract will be automatically submitted to our HR department.

Step 7: Set Up Your Internal Email and Slack Access

After you've completed the above steps, we'll set up your internal email and add you to our Slack team:
  1. Internal Email Creation: Our IT team will create your EverWell Insurance email address.
  2. Slack Invitation: You will receive an invitation to join our Slack team. Follow the link in the email to set up your Slack account.
  3. Log In and Familiarize Yourself: Log in to your new email and Slack account. Spend some time exploring the tools and channels.

Step 8: Welcome and Next Steps

Once all the above steps are completed:
  1. Confirmation: You will receive a confirmation email from our HR team, indicating that your onboarding process is complete.
  2. Team Introduction: You will be introduced to the team via Slack.
  3. Carrier Integration: Your license will be appointed with our carriers.
  4. Begin Your Training: You will receive further instructions on starting your training and the resources available to you. This training includes call training, dialer system and Health Sherpa.
It is your responsibility to keep your license up-to-date with all required Continued Education (CE).
We look forward to working with you!