Which step comes first in an agency appointment with a marketing representative?

In an agency appointment with a marketing representative, the first step involves completing the necessary paperwork with the agency principal. This foundational step is critical as it formalizes the relationship between the marketing representative and the agency. By completing the paperwork, both parties establish the terms of their partnership, including commission structures, product offerings, and operational guidelines. This agreement ensures that the marketing representative has the authority to operate within the agency and begin the educational and operational phases that follow.

Once the paperwork is finalized, the marketing representative can then proceed to teach the agency staff about the products, facilitate quoting, and provide assistance in policy issuance. Each subsequent step relies on the formal agreement established through the initial paperwork, making it a prerequisite for effective collaboration.