TSG Connect Agent On-Boarding Procedure

Log onto the TSG Connect Admin Portal (Bixtrax24)  https://tsgconnect.bitrix24.com/crm/contact/list/

Under contact, select the agent you are looking for, and open up agent profile. 

A complete profile should contain the following information: 

1. Name 
2. Address (City, State, Zip)
3. Date of Birth 
4. Social Security Number 
5. Telephone Number 
6. Email Address 

Include the following Attachments in profile:

1. RAD ID Screenshot 
2. Driver License 
3. Selfie Photo  

Download the following information for the applicant from the 

If any information is missing, contact applicant and request items are sent to OCOent1@Gmail.com ASAP, put note in their profile.

Compose a new email and include the following information in the body if the email"

1. Name 
2. Address (City, State, Zip)
3. Date of Birth 
4. Social Security Number 
5. Telephone Number 
6. Email Address 

Include the following Attachments to the email:

1. RAD ID Screenshot 
2. Driver License 
3. Selfie Photo  
4. Docusign Documents (Search Email box to find their paperwork, must be edited to add the rate of pay) Also make sure signature is drawn not typed. 

The  Subject of the Email should be: "NEW TSGCONNECT AGENT - <AGENT FIRST & LAST NAME>"

Verify all items are included in the email.

EMAIL TO: recruiting@smartymobilemarketing.com

Copy: kshipman@theshipgroupnc.com and OCOent1@gmail.com

Log  New Agent on Roster:

https://docs.google.com/spreadsheets/d/1VPJ_mBWt5crkzOQldshjxQA6PmC_LMWkMbU32xfMgb0/edit?usp=sharing