Safelink/DNAA Onboarding Process

Welcome. In this email I will detail exactly how we onboard agents and what processes help us speed this process up. These are tried and true formulas so please follow the instructions. This email will not only serve as a guide and reference but tell you how to register for the services that are necessary to put most of the process in your hands. If all is done timely and correctly we should be able to code your agents within the 3-4 day time period.  

STEP 1 

Send out  "Authorization and Disclosures" Form. This form gives you permission to run the Background check. The agent must put their full name and address e.g. (JOHN DOE 1234 Main St, Los Angeles, CA 90001). 

*FORM ATTACHED 

**This form must have your agency as the requesting party. This form must be returned to admin@dnaacorp.com in order to get code authentication 

STEP 2 

Run a background check at https://business2.backgroundchecks.com

 Background check exceptions can be requested 48 hours after order date. Exceptions are recommended because some background checks process more than 5 days BUT we have this method in place to quicken coding. If the background check does FAIL, Safelink may deactivate that code but we rarely see this happen. 

*The background check certificate must be returned to admin in order to get code authentication 

**If Backgroundchecks.com gives you any errors or lags while registering please reach out to Mehdi at 949-566-4000. We will have a work around for you. 

Step 3 

You must request the Safelink Profile from Admin@dnaacorp.com . You must email us the agent's 

Full Name 

Email Address 

Phone Number 

 The Safelink Profile must be completed within 24hrs of the requesting. The Profile prompts the agent to input personal information, create their system logins (Username and Password), and take a 10 question test in which we supply the answers to. Notice of completion will be automatically given to us.  

*The Safelink Profile can be glitchy. I recommend doing it with the agent IN PERSON. When you get good at it they can be done in 10 minutes flat.   

Step 4 (Agents ONLY) 

Register for a Rad ID at lifelinerad.org . It is super important to make sure no spelling errors are here! Make sure agents also put their Last four of social in here as well 

 
END 

Please make sure you send us back the SIGNED DOCUSIGN, BACKGROUND CHECK CERTIFICATE, and RAD ID to admin@dnaacorp.com . This will complete onboarding process.