We know you may have questions regarding the program, so we have put together a short Q&A that may address some of your initial questions. Please call or email with any questions or if you need clarification on any of the answers provided below.
Agents are also required to submit a copy of their E&O declarations page, copy(s) of your state licenses and a signed copy of the AUI/DSA Producer Agreement.
- Advisor Agent ($100 per month for personal lines, additional users $50 per month) – Wholesale access to all our carriers for personal lines.
- Exclusive Agent ($150 per month for personal lines, additional users $50 per month) – Quote under your sub-appointments through Direct Select Agencies for personal lines.
- Return by email to firstname.lastname@example.org or by fax to 866-422-9637 with the following supporting documents
- Copy of Current E&O Dec Page
- Completed Pre-Authorization Deposit Form and a Copy of a Voided Check
- Completed Agency Application Form
- Signed & Dated Contract Page
- Signed & Completed W-9 form
- Copy of Resident & Non-Resident Agency Licenses
- Copy of Resident & Non-Resident Agent(s) Licenses
- Copy of Surplus Lines Resident & Non-Resident Agent(s)/Broker(s) License(s) (if applicable)
- Submit Payment for Membership Fee