BenaVest Onboarding Documents
After completion of your CMS, if you have not already, you will receive the onboarding documents from Benavest.This will be in the form of a Docusign packet.
You will want to complete these as soon as you can. The packet and documents will help us to create your agent file within Benavest. You will also request the carriers that you wish to contract with.
We recommend that you contract with all non-captive carriers in your state. We also recommend that you add a few dental and vision carriers, the popular ones are There is no charge to contract with the carriers.
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