Payment Setup & Background Check
  • Payment Setup & Background Check

  • Banking Direct Deposit

    Please provide Banking Information for Direct Deposit from the carriers
  • Account Type*
  • Ownership Type*
  • W-9

    Please provide W-9 Information for the carriers
  • 3. Federal tax classification*
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  • Background Check Questionnaire

    Please fill out the questionnaire for the carriers background questions
  • Have you ever had an insurance or securities license denied, suspended, canceled, or revoked?*
  • Has any state, federal, or self-regulatory agency ever filed a complaint against you, or fined, sanctioned, censured, penalized, or otherwise disciplined you for violating their regulations or state or federal statutes?*
  • Have you ever been convicted of, or pleaded guilty or nolo contendere (no contest) to, a felony? This includes having served probation, paid fines or court costs, had charges dismissed through first offender or deferred adjudication programs, received a suspended sentence, or having any FELONY charges currently pending against you?*
  • In the past 7 years, have you been convicted of, or pleaded guilty or nolo contendere (no contest) to, a misdemeanor (other than a minor traffic violation)? This includes having served probation, paid fines or court costs, had charges dismissed through first offender or deferred adjudication programs, received a suspended sentence, or having any misdemeanor charges currently pending.*
  • Are you currently involved as a party in any litigation or under investigation by any authority?*
  • Have you ever had an appointment with another insurance company denied or terminated for cause?*
  • Have you ever been involuntarily terminated or allowed to resign from employment, or from an agent or representative appointment with any insurance or financial services company, for reasons other than lack of production?*
  • Has a bonding, surety, or E&O provider ever denied your application or claim, made a payment on your behalf, or terminated your coverage?*
  • Are you currently delinquent on any personal or business financial obligations? Do any insurance or financial services companies hold claims against you for commission debit balances? Are there any outstanding judgments, liens, claims, or delinquent tax obligations against you?*
  • Have you or any business in which you are or were an owner, partner, officer, or director ever filed for bankruptcy?*
  • Medicare Agent

    Contracting Request
  • Date of Birth*
     - -
  • Format: (000) 000-0000.
  • Please select carriers you wish to contract with:
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  • Authorization*
  • Should be Empty: