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Get Contracted
Get Contracted
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4
- Profile
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Email
This field is for validation purposes and should be left unchanged.
Getting Contracted is Easy, Start by Filling out this Form
Producer Profile
(Required)
Selection Required
My company has 1 - 5 employees/ agents
My company has 6 or more employees/ agents
I am an Independent agent
Tell us about your company. Your information is safe with us. We will not share or sell this to any third party.
Producer Firm Name
(Required)
FEIN Tax ID Number
(Required)
Big I Membership Number
Producer Website
Agent Name
(Required)
First
Last
Suffix
Principal Name
(Required)
First
Last
Suffix
Ownership %
Add Another Principal
Yes
No
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Add Another Principal test
yes
Principal 2 Name
First
Last
Suffix
Ownership 2 %
Email
(Required)
Phone
(Required)
Office Address
(Required)
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Different Malling Address
Yes
No
Mailing Address
Street Address
Address Line 2
City
State / Province / Region
ZIP / Postal Code
Contract Contact
Contract Contact Name
(Required)
Contract Contact Phone
(Required)
Contract Contact email
(Required)
Other Contacts
General Office Phone Number
General Office Email
Policy Document Delivery Email
Commission Reports Email
Company Fax
Producer Reports Email
Office Locations
Main Office Contact or Manger
(Required)
Number of Producers
Number of CSRs
Licensed States
Active State Licenses
(Required)
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Select All
Minimum Insurance Requirements
Errors & Omissions (E&O) Carrier
(Required)
Errors & Omissions (E&O) Limits (Minimum $1 million)
(Required)
Fidelity, Crime, Employee Dishonesty Coverage
(Required)
Yes
No
Disciplinary Actions and Litigations
Has any member of your firm received any disciplinary action by a state insurance department or other regulatory authority?
Yes
No
Is there any pending or threatened litigation or judgements within the past three (3) years against the agency or its employees?
Yes
No
Is there any pending E&O claims within the last three (3) years?
Yes
No
Do you maintain current resident licensure and non-resident licensure for all your producers?
Yes
No
Production Volume
Answering the following questions will allow us to contract your agency, or you as in independent agent, at the highest levels you qualify for. Higher contract levels will require documentation to support your answers.
I am new to insurance and do not have any clients
(Required)
Select one
Yes
No
Total In-Force Health Policies
(Required)
Annual New Health Production
(Required)
Selection Required
Under 50 new policies per year
50 - 250 new policies per year
251 - 1000 new policies per year
1000 - 3000 new policies per year
3001 and above
Total In-Force Life Premium
(Required)
Annual New Life Production
(Required)
Selection Required
Under $50,000
$50,001 - $250,000
$250,001 - $1,000,000
$1,000,000 - $2,500,000
$2,500,001 - $5,000,000
$5,000,001 - $15,000,000
$15,000,001 and above
List of 3 Largest Carriers
Company Name
Company Name
Company Name
Have you had any appointments canceled by the carrier for anything other than non-production in the past 3 years?
(Required)
Yes
No
Please Explain
(Required)
I Want to Contract With
(Required)
Selection Required
Health Insurance Companies
Life Insurance Companies
Life and Health Insurance Companies
Type of contracting
LOA
Direct
*LOA - Gives you the ability to be paid based on your submission, on a policy by policy basis and payments come from Pathway. We can provide leads, sales, and pre-set appointments under this style of contracting. This DOES NOT create a glass ceiling, and you can have unlimited downlines. As an LOA contractor you have access to even more commission levels than direct. *Direct - Payments come directly from the Insurance company. You are paid only at the commission level you qualify for and DO NOT have any flexibly to be paid based on your submission, on a policy by policy basis.
Additional Information - Please provide any information here that you feel would be helpful in qualifying you for a higher commission level
After submission you will receive an email with next steps. Please check your spam or junk email box if you do not see the email.
(Required)
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