YOU'RE ONLY 5 MINUTES AWAY FROM
JOINING OUR COMMUNITY

01

Collect Important
Data

Please have this information ready:

  • Your agency name
  • Address
  • Accounting contact
  • E&O policy carrier and limits
  • NPN number
02

Gather Your
Documents

Now, locate these documents for upload:

  • E&O Policy
  • W9

It may take a few seconds to load the first time you use the portal. Are there other agents to onboard? Have their names, emails, and NPN numbers ready too.

03

Click Get Appointed
Below

You’re only 5 minutes away from completing your onboarding:

THANK YOU!