BROKER/AGENCY SIGN UP
BROKER SIGN UP
Requirements - Please read for directions
The contracting and appointment process does not begin until the following requirements are received and completed.
Please Complete This Checklist:
___ Errors and Omission (E&O) coverage certificate with a minimum of $1 million in coverage
___ Current copy of your insurance license(s), resident and non-resident, in states where you will solicit business
___ Mutual Non-Disclosure Agreement (download here and complete)
___ Sales Agent Agreement (download here and complete)
___ W-9 Form (download here and complete)
Email all documents to: TomHenke@asonepartners.com
AGENCY SIGN UP
Requirements - Please read for directions
The contracting and appointment process does not begin until the following requirements are received and completed.
Please Complete This Checklist:
___ Copy of Articles of Incorporation
___ Employer Identification Number (EIN) verification
___ Errors and Omission (E&O) coverage certificate with a minimum of $1 million in coverage
___ Current copy of your insurance license(s), resident and non-resident, in states where you will solicit business
___ Mutual Non-Disclosure Agreement (download here and complete)
___ Sales Agency Agreement (download here and complete)
___ W-9 Form (download here and complete)