Agent to Agency

Our team is here to help as you transition your contracting from your individual name to your agency. We want to ensure the process is seamless and that your business remains compliant to avoid any disruption—especially to your renewal commissions.

Please note that in order to move forward with contracting under your agency, the agency must be properly licensed in every state where you currently have active business. This is critical to prevent any potential loss of renewals. Additionally, we will require completed Broker Payment forms to set up payments correctly under the agency. If you have questions regarding Agency licensing processes, please submit a Contracting Inquiry Request.

First Steps:

Complete the Broker Payment Forms.

This will give us the information we need to set you up for commission payments.

Complete the Producer Information Form and request to be appointed as an "Agency."

This brief form will give us the information we need to properly set up your agency and your downline agents in our CRM. Once this form is completed, you will work directly with contracting leadership to contract and onboard your agency.