New Client Onboarding Checklist

Name: My Policy Plug
Price range: $$

New Client Onboarding ChecklistDaniel Hull2026-03-30T10:56:10-07:00

Client Onboarding Checklist

Name(Required)

First

Last

Business Name (if Applicable)

Effective Date(Required)

Line of Business(Required)

Carriers

Forms Needed(Required)

Send for Signatures(Required)

Yes

Glovebox App Onboarding needed(Required)

Yes

Payment Type and Frequency(Required)

Credit Card

Account and Routing

Annual (Full-Pay Discount)

Monthly

Notes

If using multiple carriers for different lines of business let the back office know which carrier goes to which line of business

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My Policy Plug Office

3037 E Warm Springs Rd
Ste 200 Office 4,

Las Vegas, Nevada 89120

Phone: 702-444-2367
Email: hello@mypolicyplug.com

Hours: Mon-Fri 9:00am-5:00pm

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Proudly offering insurance services, home insurance, auto insurance, life insurance, commercial insurance for businesses, and trucking insurance in all of Nevada, including Boulder City, Carson City, Elko, Fallon, Fernley, Gardnerville Ranchos, Henderson, Incline Village, Johnson Lane, Las Vegas, Laughlin, Mesquite, North Las Vegas, Pahrump, Reno, Sparks, Spring Creek, Spring Valley, Summerlin South, Sunrise Manor, and the surrounding areas.

Providing insurance services in Arizona, California, Missouri, Nevada, Oregon, Tennessee and Utah. View all service areas.

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DISCLAIMER: Informational statements regarding insurance coverage are for general description purposes only. These statements do not amend, modify or supplement any insurance policy. Read your policy or consult with your agent for details. Your eligibility for particular products and services is subject to final underwriting and acceptance by the insurance company providing such products or services.

This website does not make any representations that coverage does or does not exist for any particular claim or loss, or type of claim or loss, under any policy. Be sure to read the policy, including all endorsements, or prospectus, if applicable.

Insurance Fraud Statement

Fraud is a crime

If your application contains purposefully misleading, absent, or inaccurate information, you could be charged with fraud. Your insurance carrier could potentially void your policy, or you could face civil or criminal charges or penalties.

Any person who knowingly and with intent to defraud any insurance company or other person, files an application for insurance or statement of claim containing any materially false information or conceals, for the purpose of misleading, information concerning any fact material thereto, commits a fraudulent act, which is a crime.