No more contracting paperwork!
We offer a simple, web-based interview that
allows us to gather the necessary data to populate your
contracting paperwork for the carrier(s) you select. Moreover,
the data collected will be stored for future use, which allows
you to quickly contract with additional carriers. Once you
have completed our one-time interview, you will be able to
contract with any of our carriers with just a few mouse clicks.
Never fill out contracting paperwork again!
web-based interview provides a streamlined process and offers
the following benefits:
Before you get started, there are a
few important things you should know:
Write down and save the username,
password and PIN code that you create. You'll need
these for future entry to the site to edit, view contracts
or for additional contracts.
Have the following with you:
* If you need E & O insurance, we can provide
you with low-cost carriers.
If you are completing this appointment
for someone else, please enter all information for the
person being appointed. Do not use any of your own
information. If you answer any of the questions with
your information, your information will be inserted into the
You can skip the questions that do not
apply to you.
You will see your progress at the top of
the page. How long this online appointment takes will
be, in part, a function of how many carriers you select.
After your submission is accepted, you
will be able to view your documents online. Return to
click 'Online Contracting' to login.
The information on this site is for licensed insurance agents and brokers
only. If you are not an insurance professional, please do not rely on this
information. Instead, refer questions to a licensed insurance professional.
This material has been prepared for informational purposes
only and should not be relied upon for accounting, legal, tax or investment
advice. Some programs are not available in all states. No consumer calls,
please. Ask your agent or broker to give us a call.
© 2013 Western Marketing