Agency Appointment Application - Oregon Mutual Insurance 2026

1. Click ‘Get Form’ to open the Agency Appointment Application in the editor.
2. Begin by entering your agency name and contact information, including phone number, fax number, and email address. Ensure accuracy for seamless communication.
3. Fill in the street address, city, state, zip code, and county for both your main and mailing addresses if they differ. This is crucial for proper correspondence.
4. Indicate your agency structure by selecting Individual, Partnership, or Corporation. This helps clarify your business type.
5. List the agency principals and owners along with total agency volume for the last year and projected volumes for this year and next year. This data is essential for assessing your agency's performance.
6. Detail any principal property-casualty direct appointments and specialty markets you have. Attach company premium/loss statements if you are a new applicant.
7. Mention any companies withdrawn from your agency in the past three years to provide context on your agency's history.
8. Finally, articulate how Oregon Mutual Insurance can meet your agency's needs specifically. Be detailed to enhance your application’s impact.

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