Company Appointments Onboarding

Are owners licensed?*
Personal Lines of Business you will offer and currently offer*
Commercial Lines of Business you will offer and currently offer*
Do you want to be have access to a premium finance company?*
Agency Legal Status*
Example: $500,000
Example: $500,000
Do you have at least $1million in E&O Insurance?*
Would you want to be appointed with a company that has a yearly premim commitment?*
List all that apply*
Some companies such as Progressive ask this question
I have never been convicted of a misdemeanor or felony*
Some companies/carriers ask this question. If the answer is False there may be some carriers we can't get you appointed with.
Were you recently appointed with a captive insurance agency?*
Have you ever been terminated by a carrier?*
I will be able to get all of the items to get my appointments package set up*
Please note- this will not disqualify you from gaining carrier appointments.
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Thank you for taking the time to complete your onboarding. We look forward to assisting you in getting you set up with the companies that are a good match for your agency. Once you have filled out and submitted this form we may be in touch to gather additional information. There are a few additional items we will need from you that are listed below along with directions.

  1. Please email  the declaration page of your Errors and Ommissions  insurance to: [email protected]
  2. In the subject line please list the name of your Agency and First and Last Name.