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.