Partner Appointment Application
  • Partner Appointment Application

  • Hello! We are excited to hear that you are considering aligning your agency with Comfort Insurance! Please complete the Comfort Insurance & Finances Partner Appointment Application and fill in the information into the provided fields. This application is not only used for reviewing your request for Comfort Insurance & Finances Partner Position, but more importantly, this will be used to provide information to our companies to negotiate both access to and direct company appointments. This will give our company, Comfort Insurance & Finances, their first impression of your agency.

    Last, we ask that you provide a Business Plan and Budget. Attached at the end of this application is an outline that you can follow.

    Thank You!

  • General Information

  • How did you find Comfort Insurance & Finances
  • Agency Profile

  • Line of Business
  • Does the agency have a formal Business/Marketing Plan?
  • Please attach a copy at the end of this form

  • Does the agency have a formal perpetual plan?
  • Please explain in narrative

  • Current Business Structure
  • Should be Empty: