What To Expect As A New Agent

Our new agent orientation is a proven process designed to help get all new agents quickly acclimated to The Wheaton Group. Once we have a signed agency agreement, here’s what you can expect from us in the weeks and months ahead.

DURING YOUR FIRST WEEK AS AN AGENT, WE WILL:

  • Schedule on-boarding webinars and an on-site visit with our training director.

  • Obtain information about your agency for the network directory.

  • Register agency staff for Access – the van line's online portal for estimating/registering orders, planning, dispatch and more.

  • Send you free operations and sales materials starter kits.

  • Facilitate start of equipment and driver qualification.

  • Provide you with you branding guidelines.

  • Request information to get your agency added to the respective van line's consumer website.

  • Schedule an on-site visit with your Regional Sales Director (RSD).

 

THROUGHOUT THE ON-BOARDING PROCESS:

  • Our helpful corporate employees in all departments are available to provide assistance every step of the way.

  • We'll monitor your progress with order registration and driver and equipment qualifications.

  • Conversion funds provided via your agency agreement will be available to help with re-branding efforts.

  • We will announce your agency to the network so you can begin forming relationships with other agents.

ON-SITE ORIENTATION:

Prior to the on-site visit:

  • You and your staff will complete assigned online courses.

  • Driver and equipment qualifications will be completed for entry into the van line's fleet.

  • You will be enrolled in the leads program.

  • We will assist with order registration and monitor and review early order activity.

On-site orientation overview:

  • Topics covered by the training director include: policies, procedures, proper paperwork completion, operations, revenue processing and technology/information systems.

  • Your Regional Sales Director will visit your agency to discuss marketing and sales development.