Get access to the desk, the portal and the appetite.
Appointment gets your agency a named underwriter, Agency Portal access, commission on what you place, and the loss-control and marketing resources described on the agent resources page. It does not commit you to writing anything — you place what fits your book.
Who we appoint.
Active P&C license
In good standing in North Carolina, Oklahoma, or another state where we hold a workers’ comp filing. National Producer Number required.
E&O coverage
Errors & omissions coverage of at least $1,000,000 per occurrence, current for the life of the appointment.
An established agency
We appoint independent agencies with an existing book of business. We do not appoint captive agents or individuals writing their first policy.
From application to your first submission.
-
Submit the application below
Takes about ten minutes. Have your license number and E&O carrier on hand.
-
Licensing & E&O verification
We confirm your license status directly with the state and verify your E&O certificate.
-
Agency agreement
You review and execute the appointment agreement, which sets commission and the lines you are appointed for.
-
Agency Portal setup & onboarding
Portal credentials are issued and you complete product training for any line new to your agency.
-
Your first submission
Check appetite, complete the application, and submit through the portal — the same process every appointed agency uses.
Apply for appointment.
This is a demonstration form. Nothing you enter is submitted or stored.