The Onboarding Process

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About this Course

In this course, we’ll explain the onboarding process and outline what needs to be signed and completed in order to ensure a smooth and prompt binding process. We break down the binding process in simple, step-by-step instructions so you can easily onboard new customers in a timely fashion. Learn what data needs to be submitted, what critical deadlines to meet, and what to expect when signing up a new client to the Roundstone Captive.

To track your progress, you’ll earn course credits for each lesson you complete in Roundstone University. To earn your course credit badge, answer at least 6 of the 8 (75%) quiz questions correctly. A quiz can be retaken if you make a mistake. Your course credit badges will be displayed on your profile, and friends can see which ones you’ve earned!

Please download these materials to assist your learning throughout this course:

(1) The Onboarding Process Notebook

(2) Binding Process Next Steps Handout