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01. Edit your form online
Type text, add images, blackout confidential details, add comments, highlights and more.
02. Sign it in a few clicks
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Send it via email, link, or fax. You can also download it, export it or print it out.
How to use or fill out broker data form with our platform
- Click ‘Get Form’ to open the broker data form in the editor.
- Begin by filling out the 'Product Information' section. Indicate the lines of business you are requesting appointment for, such as Life, Annuity, or Employer plan (401K).
- In the 'Broker Information' section, enter your full legal name as it appears on your insurance license. Include your date of birth, Social Security number, and email address for confidential information.
- Provide your residential and business addresses along with preferred telephone and fax numbers. Ensure all fields are accurately filled to avoid delays.
- Answer the questions regarding Long Term Care products. If applicable, list the states where you will sell these products and attach any required training certificates.
- Complete the 'Errors and Omissions Insurance Information' section by providing carrier name, effective dates, and company contact details.
- Finally, review all responses in the 'Broker Declaration' section carefully before submitting to ensure accuracy.
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