02

For agencies

Set Up Your Agency

Finish eight required tasks and your account turns itself on.

  • 14 steps
  • About 4 min
  • Video
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Step by step

14 steps

  1. Step 1 of 14

    You agree to the Cennairus terms — by the time you reach your setup checklist, that task is already checked off.

    NextTell us about your agency.

  2. Step 2 of 14

    You answer a few quick questions about your agency — this personalizes what you see, and it’s optional.

    NextTell us how you sell.

  3. Step 3 of 14

    You tell us whether you sell as a retail agency or place business through other agencies — here, Retail Agency is picked.

    NextPick your lines of coverage.

  4. Step 4 of 14

    You pick every line your agency writes — here, Workers’ Compensation, General Liability and a Business Owner’s Policy.

    NextPick your programs.

  5. Step 5 of 14

    You choose the carrier programs you want access to — here, the biBerk Program.

    NextAdd your license.

  6. Step 6 of 14

    You upload your agency’s license, by state — it lands on file, in review.

    NextAdd your insurance.

  7. Step 7 of 14

    You upload your certificate of insurance and your errors-and-omissions cover, one tab each.

    NextAdd your tax form.

  8. Step 8 of 14

    You upload your W-9 — you can also do this later, it only decides when you get paid, never whether you’re active.

    NextAdd a bank account.

  9. Step 9 of 14

    You add a bank account — you can also do this later. This is where commissions land once you’re paid.

    NextAdd your producers.

  10. Step 10 of 14

    You add your producers, or tell us you work alone for now — each one gets an e-mail to set their own password.

    NextSee every required task checked off.

  11. Step 11 of 14

    Once every required task is checked off, you see a congratulations screen — your W-9 and bank account can still wait, they only decide when you get paid.

    NextYour documents get checked.

  12. Step 12 of 14

    If a document can’t be read automatically, a person checks it by hand instead — up to five business days, and you’ll get an e-mail either way.

    NextYour account turns on.

  13. Step 13 of 14

    As soon as your license, certificate of insurance and errors-and-omissions cover check out, your account switches itself on — nobody has to approve it by hand.

    NextYou get an e-mail.

  14. Step 14 of 14

    You get an e-mail the moment it happens, so you know your account is live and ready to quote.

    NextFind your way around the Portal.

Previous guide01 · Register Your AgencyNext guide→03 · Find Your Way Around The Portal

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