Get Producer Set-up Packet

Filling out the Producer Set-Up Packet online is a crucial step for individuals seeking to establish their producer profile. This guide will walk you through each section of the packet, ensuring you understand the required information and process.

Follow the steps to successfully complete the Producer Set-Up Packet online.

1. Click ‘Get Form’ button to obtain the form and open it in an online editor.
2. Begin with personal information, including your last name, first name, middle initial, social security number, and date of birth. Ensure all data is entered accurately.
3. Provide your contact information, listing your email address, phone number, and fax number. If you have a mobile phone, include that number as well.
4. Fill in your residential address with no PO Boxes allowed, including street address, city, state, and zip code.
5. If applicable, complete the DBA section, indicating if you are operating under a 'Doing Business As' name. Include any relevant business identifiers, such as your business entity type and EIN (Employer Identification Number).
6. Respond to the legal questions section truthfully. You will need to indicate yes or no for each question, providing detailed explanations for any affirmative responses, including specific dates.
7. Complete the employment and address history sections by providing the last five years of employment and address information.
8. If required, attach your E&O (Errors & Omissions) Insurance Certificate of Coverage. Ensure your full name is listed as the insured on the document.
9. Sign the authorization section to permit the necessary parties to act on your behalf regarding insurance forms and agreements.
10. Lastly, review all entered information for accuracy and save your changes. You can download, print, or share the completed form as needed.

Complete your Producer Set-Up Packet online today to streamline your producer registration process.