1) Submit the appropriate paperwork including

a) Sending the Certificate of Liability Insurance Fax Request Form to your insurance carrier

b) Complete the Form 1171A - Trade Ally Enrollment Application

c) Complete the Form 371A - Home Retrofit Trade Ally Addendum

2) Participate in the Home Retrofit Specifications Manual Webinar. This webinar takes place the day after this Home Retrofit Trade Ally Orientation, at 9 a.m. and you must register separately.