Complete the Carrier Onboarding Experience
When a carrier finishes the process and signs your broker-carrier agreement, your Thank-You Page is the next thing they will see.
The default setting for this is Default Thank-You Page or Carrier Dashboard. This is just a simple thank-you message as shown in Figure 1 below.
Edit your Thank-You Page URL
The best use for the Thank-You Page is to send the carrier to a page on your website with resources and follow-on information. If you have a company website, we strongly recommend that you create a carrier resources page and set your Thank-You Page URL to point there.
To edit your Thank-You Page, locate it in the Website Integration section of your Onboarding Setup screen. Then, click the small icon to the right of it. Then enter your URL and either press Enter or click the icon that replaced the icon. This process is shown in Figure 2 below.
With your custom Thank-You Page URL in place, carriers will no longer see the default page from Figure 1, but will now be taken to the page on your website which you have specified. This enables you to provide a much more informative and useful onboarding experience for your carriers by linking them directly to follow-on resources and other requirements that your brokerage may have.