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Click ‘Get Form’ to open the coi certificate entity sample in the editor.
Begin by entering the Broker's Name (Business Entity) in the designated field. Ensure that this matches your registered business name.
Fill in the Mailing Address and Business Address (Fixed Office). If they differ, provide both addresses accurately.
Input the TREC Broker License # and Insurance Company details. This information is crucial for verification purposes.
Complete the Policy Number field along with the Name of Policy Holder if applicable. Make sure these details are correct to avoid any issues.
Specify the Term Dates by indicating when the policy becomes effective and when it expires.
Provide details about the Insurance Agency, including its address, name, and agent's contact information.
Finally, review all entered information for accuracy before signing as an authorized insurance agent. Your signature certifies compliance with Texas standards.

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