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Processes

Expectations

In the Docs & Processes section we will cover the documents and processes that you need to know.
Docs & Processes
Topics
About
Standard Docs
Contract Docs
Onboarding Process
Offboarding Process
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Standard Documents

These are the documents you typically should know about or know where to find them
Docs
LPT Policies & Procedures
State Policies & Procedures
State Success Starter
State Agent Master Roster
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Contract Documents Explained


Contract Documents
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Processes

Our Onboarding Process Stages

Our onboarding process can be broken up into three main stages.
Request Received → Contract Sent
Contract Signed → Pending License Transfer
License Lodged → Systems & Technology Plan Sent
Below is the full explanation of each stage and what it encompasses
Onboarding
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Offboarding
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