Agent Resource Center
New Agent Appointment Forms Checklist
aProspect Agency Form (For new agencies wanting an Omni appointment)
aSigned Agency Questionnaire
aAutomated Debit Authorization Form With Voided Check or Deposit Slip 
aAgency User Set-Up Forms
aSigned Background Consent Forms For Each Individual To Be Licensed
aBuy-Sell-Merger Form and Copy of Sale Contract (For agency sales and mergers only)
aCompleted LexisNexis/(Choicepoint) Application/Forms and Instructions 
aSigned Producer Agreement (Brokerage Agreement In OH)(FIMC Agreement in FL)
aProof Of E&O Coverage (Dec Sheet From E & O Carrier)
aAssumed Name Certificates (If Agency Name Being Requested On Contract Differs From That On License)
aLicense Copies For Agencies (As Applicable By State) And All Individual Agents (Can be electronically attached to the User Set-up Form)
aCopy Of Tax ID Form or W9
aExhibit C Completed by Territory Manager