Common Questions
About Claro Insurance
Working with Claro
Carriers & Appointments
Commissions
What do I need to start working with Claro?
To partner with Claro, you’ll need:
1. An active insurance license (or one pending activation in your state).
2. Clear compliance standing: You shouldn’t be flagged on high-risk lists (like LEIE or state disciplinary reports).
Once these basics are confirmed, you can begin immediately. We’ll guide you through:
- Carrier contracting (no solo paperwork)
- ARC platform setup
- Training tailored to your specialty (Medicare, life, etc.).
How long does onboarding take?
The process typically takes 2-4 business days if you complete these steps consecutively:
1.Initial Setup (Day 1):
Submit your details through our secure form.
Schedule a 30-min kickoff call with your New Business Specialist.
Documentation (Day 2-3):
Sign your agency agreement digitally via ARC.
Upload required docs (W9, Direct Deposit and Voided Check).
Carrier Activation (Day 3-4):
Meet with our contracting team to request appointments.
Need flexibility? We’ve supported agents through month-long onboarding—your pace, our priority.
Can I transfer existing business to Claro?
Yes! We make transitions smooth so bureaucracy never slows your business. Here’s how we help:
We guide you through transferring your book of business to Claro.
We guide you to additional solutions in case your book of business has bureaucratic problems so you don’t lose sales.
Is there a production requirement?
No minimums to join, but be aware:
Some carriers require production history for premium contracts (we’ll match you with starter-friendly ones first). Our growth programs adapt to your level:
New agents: Foundational training + low-pressure carriers.
Experienced agents: Advanced markets + commission accelerators.
What if I need help during the onboarding?
What do I need to start working with Claro?
To partner with Claro, you’ll need:
1. An active insurance license (or one pending activation in your state).
2. Clear compliance standing: You shouldn’t be flagged on high-risk lists (like LEIE or state disciplinary reports).
Once these basics are confirmed, you can begin immediately. We’ll guide you through:
- Carrier contracting (no solo paperwork)
- ARC platform setup
- Training tailored to your specialty (Medicare, life, etc.).
How long does onboarding take?
The process typically takes 2-4 business days if you complete these steps consecutively:
1.Initial Setup (Day 1):
Submit your details through our secure form.
Schedule a 30-min kickoff call with your New Business Specialist.
Documentation (Day 2-3):
Sign your agency agreement digitally via ARC.
Upload required docs (W9, Direct Deposit and Voided Check).
Carrier Activation (Day 3-4):
Meet with our contracting team to request appointments.
Need flexibility? We’ve supported agents through month-long onboarding—your pace, our priority.
Can I transfer existing business to Claro?
Yes! We make transitions smooth so bureaucracy never slows your business. Here’s how we help:
We guide you through transferring your book of business to Claro.
We guide you to additional solutions in case your book of business has bureaucratic problems so you don’t lose sales.
Is there a production requirement?
No minimums to join, but be aware:
Some carriers require production history for premium contracts (we’ll match you with starter-friendly ones first). Our growth programs adapt to your level:
New agents: Foundational training + low-pressure carriers.
Experienced agents: Advanced markets + commission accelerators.
What if I need help during the onboarding?
What do I need to start working with Claro?
To partner with Claro, you’ll need:
1. An active insurance license (or one pending activation in your state).
2. Clear compliance standing: You shouldn’t be flagged on high-risk lists (like LEIE or state disciplinary reports).
Once these basics are confirmed, you can begin immediately. We’ll guide you through:
- Carrier contracting (no solo paperwork)
- ARC platform setup
- Training tailored to your specialty (Medicare, life, etc.).
How long does onboarding take?
The process typically takes 2-4 business days if you complete these steps consecutively:
1.Initial Setup (Day 1):
Submit your details through our secure form.
Schedule a 30-min kickoff call with your New Business Specialist.
Documentation (Day 2-3):
Sign your agency agreement digitally via ARC.
Upload required docs (W9, Direct Deposit and Voided Check).
Carrier Activation (Day 3-4):
Meet with our contracting team to request appointments.
Need flexibility? We’ve supported agents through month-long onboarding—your pace, our priority.
Can I transfer existing business to Claro?
Yes! We make transitions smooth so bureaucracy never slows your business. Here’s how we help:
We guide you through transferring your book of business to Claro.
We guide you to additional solutions in case your book of business has bureaucratic problems so you don’t lose sales.
Is there a production requirement?
No minimums to join, but be aware:
Some carriers require production history for premium contracts (we’ll match you with starter-friendly ones first). Our growth programs adapt to your level:
New agents: Foundational training + low-pressure carriers.
Experienced agents: Advanced markets + commission accelerators.
What if I need help during the onboarding?
What do I need to start working with Claro?
To partner with Claro, you’ll need:
1. An active insurance license (or one pending activation in your state).
2. Clear compliance standing: You shouldn’t be flagged on high-risk lists (like LEIE or state disciplinary reports).
Once these basics are confirmed, you can begin immediately. We’ll guide you through:
- Carrier contracting (no solo paperwork)
- ARC platform setup
- Training tailored to your specialty (Medicare, life, etc.).
How long does onboarding take?
The process typically takes 2-4 business days if you complete these steps consecutively:
1.Initial Setup (Day 1):
Submit your details through our secure form.
Schedule a 30-min kickoff call with your New Business Specialist.
Documentation (Day 2-3):
Sign your agency agreement digitally via ARC.
Upload required docs (W9, Direct Deposit and Voided Check).
Carrier Activation (Day 3-4):
Meet with our contracting team to request appointments.
Need flexibility? We’ve supported agents through month-long onboarding—your pace, our priority.
Can I transfer existing business to Claro?
Yes! We make transitions smooth so bureaucracy never slows your business. Here’s how we help:
We guide you through transferring your book of business to Claro.
We guide you to additional solutions in case your book of business has bureaucratic problems so you don’t lose sales.
Is there a production requirement?
No minimums to join, but be aware:
Some carriers require production history for premium contracts (we’ll match you with starter-friendly ones first). Our growth programs adapt to your level:
New agents: Foundational training + low-pressure carriers.
Experienced agents: Advanced markets + commission accelerators.
