COMPLETING YOUR APPOINTMENT
1. E&O COVERAGE*
2. VOIDED CHECK
*E&O LIMITS MUST BE AT LEAST $1M PER OCCURRENCE / $2M AGGREGATE
TO BE ABLE TO SELL SHORT-TERM MEDICAL PLANS
First, request a Release Letter from your General Agency by phone and follow-up email.
Once you have received their letter, send that to us with your E&O and we will get your transfer handled promptly.