Firm Application Prep

Step #1
At least one principal in the company must submit this form. First, review and gather all required info. Then, submit this form.
Step #2
All officers and owners must submit this form. First, review and gather all required info. Then, submit this form.
Step #3
Submit a Resolution appointing us as an officer, specifically for Broker of Record Purposes
First, you'll complete this form and sign. Next, it will be sent to us for approval.
Step #4
Submit proof of a Professional Liability Insurance policy naming us as additional insured
Policy requirements are stated in the BAA.

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