Quick Steps for Onboarding
Getting up and running is easy with Ethos.
man typing on latop

Follow these 7 steps to get started.

1. Check out the portal

The agent portal is your home base for information, tools, and tracking your activations and earnings. Watch the tutorials in our Resources section to get started and our onboarding webinar to learn more.


2. Get acquainted

Your Ethos account manager will reach out with a call and email to welcome you and answer any questions you might have. 


3. Become an expert

Our Ethos for Agents playbook is designed to set you up for success. 


4. Make it official

Complete the DocuSign agreement sent to your email address on file.


5. Upload documentation

With just a few pieces of info—your errors and omissions (E&O) certificate and your state license number(s)—you'll be set to offer Ethos products. Head to Settings in the agent portal to upload them now.


6. Start quoting

Our agent portal is full of easy tools for you to invite clients, create personalized quotes, and share application links.


7. Get paid!

Within two weeks of your first policy activation, you'll receive an email from Routable with instructions for providing your tax information and payment preferences. After that, activations are paid out weekly and bonuses and incentives are paid out monthly.

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