What this is
A time saving system designed to make your carrier appointment easy, accurate and fast, especially with multiple carriers.
How it works
You complete the online appointment just once. All required information and signatures are correctly placed. Information is securely stored and ready to use with your next appointment.
The first time you use it
Plan on ten to twenty minutes. Additional appointments take just a few mouse clicks.
The next time you use it
Getting appointed with additional carriers is just a matter of logging in, clicking the carrier name, reviewing your information and clicking "OK".
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After your appointment is processed, you can return to view your documents or appoint with additional carriers. |
Tips to make appointments easy
- Write down and save your username, password and PIN code. You'll need these to view or add contracts when you return.
- Have the following with you:
- Fax machine
- Printer
- Insurance Licenses
- Current carrier appointments
- E & O Certificate
- Tax ID Number
- If you complete an appointment for someone else, please enter all information for that person. Do not use your own information.
- You may skip questions about securities licenses. Just select "prefer not to answer".
- You may enter just your resident state license information. You can add your non-resident state license information later.
- You will see your progress at the top of the page. How long this online appointment takes will be, in part, a function of how many carriers you elect.
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