why Cloud now: agent on-boarding wizard

Key Takeaways

• The on-boarding wizard streamlines agent data entry, allowing agents to enter their own information directly into darwin.Cloud
• Customization is needed to tailor the wizard for different roles and companies
• E-signature integration and field customization are top priorities for development
• The wizard can send automated invitations and control access by role

Topics

On-Boarding Wizard Overview

• Agents input data directly into darwin.Cloud, reducing staff entry
• 11-step staff wizard; agents see fewer steps
• Automatically creates agent login credentials
• "Is onboarding finished" checkbox switches view to full portal

Customization & Security

• Role-based security controls wizard screen access
• Customizable commission plans, recurring billing, and overrides
• Task lists ensure all onboarding steps are completed

Document Management

• Onboarding category in forms library for key documents
• Agents can download, sign, and upload files
• E-signature integration planned

Future Improvements

• Field customization: hide/show, relabel, reorder
• E-signature directly within the wizard
• Potential API integration with HR systems (e.g., BambooHR)

Technical Considerations

• Separate logins required for agents and staff
• Each user has a unique email delivery address for attachments
• Uploaded documents appear in the wizard regardless of source

Next Steps

• Attend tomorrow’s setup workshop
• Explore e-signature integration options
• Investigate API data imports from HR systems
• Develop field customization features
• Create dashboard items to track onboarding progress

watch this short video to learn more: