Get Appointed

You can complete the appointment process in less than 10 minutes.

We’ve made it simple, fast, and agent-friendly—just follow the checklist below and you’ll be ready to access the markets, tools, and blueprint nobody else is offering.

What You’ll Need to Send Us:

1. Copy of your Agency License
2. Copy of your Agency E&O Declarations Page
3. Completed W-9 Form
4. Copy of a Voided Check (for direct deposit setup)
5. Completed Agency Appointment Form

Where to Send It:

Once you’ve gathered your documents, just scan and email them to: [email protected]
 
We’ll handle the rest and get you moving fast.