06
For referral partners
Find Your Way Around As A Partner
Your first sign-in, your setup, and where everything lives.
Step by step
10 steps
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Step 1 of 10
You sign in for the first time and your setup opens: your W-9, how we pay you, and sending us business.
NextUpload your W-9.
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Step 2 of 10
You drop in your W-9. It stays on file while Cennairus reviews it.
NextTell us how to pay you.
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Step 3 of 10
How we pay you: connect your bank or type it in. You can also choose Skip for now and add it later from Wallet.
NextFinish your setup.
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Step 4 of 10
You’re set. Go To My Account opens your account page.
NextFind your way around.
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Step 5 of 10
Your menu: My Account, Applications, My Inbox, Workers and Wallet. Payroll companies and software companies have Workers; a sales rep’s menu has no Workers.
NextOpen Applications.
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Step 6 of 10
Applications lists every business you send us, by stage: New, In Review, Offer Status and Sold. Until Cennairus approves your account, a note at the top says so.
NextSee your team.
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Step 7 of 10
Workers lists the people on your team who have their own sign-in under your company.
NextAdd a worker.
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Step 8 of 10
Create Worker asks for their e-mail, name, phone and title, and e-mails them a link to set their password.
NextOpen your Wallet.
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Step 9 of 10
Wallet is where your referral fees are paid. Add your bank with Enter Bank Details or Instant Connect, and see your totals at the top.
NextSee your policies sold.
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Step 10 of 10
Policies Sold lists every policy you referred that we sold, with its referral fee.