ACA Onboarding Checklist

To ensure a seamless and efficient onboarding process, we've prepared a checklist to guide you through each step. This checklist serves as your roadmap, outlining the key tasks and actions you need to take to complete your onboarding successfully. Take a moment to review the checklist provided below, and feel free to reach out to our dedicated support team if you have any questions or need assistance along the way. We're here to support you every step of the way as you begin your journey with us.

ACA Onboarding Checklist
Step 1
Submit FFM Certificate
Email your FFM Certificate to agents@aobgrp.com
Step 2
Create E123 Record
Use the provided recruiting link to create your E123 record for your Agency.
Step 3
AOBG ACA Contracting Modules
Complete the following contracting modules via the AOBG Contracting Portal.
  1. Sign the Producer Marketing Agreement.
  2. Complete the ACA Questionnaire.
  3. Successfully undergo the Background Check process.
Step 4
Setup O'Neill Back Office
Log in to the O'Neill Back Office and request carrier appointments as needed.
Step 5
Health Sherpa Account Setup
Create an agency account with Health Sherpa, then connect to the appropriate agency using the provided join code.
Step 6
Health Sherpa Training
Review the Health Sherpa Training materials thoroughly.