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Onboarding new agents and providing continuous carrier and agent support.

About the team

Our Licensing team works closely with agents during the onboarding process to ensure they are properly appointed with each of our trusted carriers. Ideal Concepts’ Licensing Specialists make the new agent experience painless by answering any licensing and carrier appointment questions. Team members spend an average of 40-60 hours a week onboarding new agents.

Our Licensing Specialists also audit and review appointments and licenses for existing agents while communicating any paperwork that may be missing. They establish strong working relationships with agents to ensure they fully understand all processes. The team also works closely with carriers to keep them informed of any agent updates.

Team metrics

Over 100+ Trusted Carrier Partners

Products In All 50 States

More Than 1,000 Agents

Average 3 Hours Onboarding/Agent

Licensing ManagerMeet our Licensing Manager!

Eileen Swift

With vast management experience and a love for improving processes, Eileen became Ideal Concepts’ Licensing Manager in March 2017. Eileen’s team ensures our sales agents are appointed with all of our available carriers. She streamlined the onboarding process for new agents, leading to happier agents and better retention.

Eileen earned her Associate Degree in Psychology at West Chester University. She also took some classes on web design. Outside of the office, Eileen enjoys online gaming, sewing, reading, and bookmaking. She even makes her own paper!

Eileen Swift
“We have been able to create our own processes and procedures to ensure the best experience for new and tenured agents.”

TestimonialsWhat people are saying