What's the Onboarding Process for Future Transverse States?

With Transverse as a fronting partner for specific states, Openly requires agencies and agents to be appointed with that state's Department of Insurance (DOI) per regulatory requirements. If your agency has not completed the onboarding process with us, you are always welcome to reconnect and complete it at your convenience.

Our Operational Support team will email the requesting agency a form if the agency has completed the pre-appointment process with Openly. The Agency Principal or Personal Lines Manager can fill out the emailed form with the information below and any needed state-specific details.

To become appointed with a state's DOI, we ask agencies to provide the following information:

Legal Name
NPN
Agency Street
Agency City
Agency State
Agency Zip

For each licensed and Openly-credentialed user within the agency, we ask for the following personnel information:

First Name
Middle Name
Last Name
Date of Birth
Business Email
Residence Street
Residence City
Residence State
Residence Zip

We recognize the importance of a smooth onboarding process. Depending on workload, DOI approvals can generally take one to ten business days. If you face any challenges while completing the process, contact your Agency Success Manager (ASM). If you want to know who your ASM is, find them here!

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