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PIIB Application

To apply for affiliation complete the downloadable application and attach the required documents below. We recommend you contact us before you complete the paperwork, as we are full in many areas.

  • 2 years financials – balance sheet and income statement
  • 3 months Trust Account statements* – depending on State
  • Company Release – we will review any existing production
  • Brief bio of agency and each principal
  • Marketing Plan
  • Principal License and Agency License
  • E&O Dec Page with at least $1 million limits
  • Bond

Once all of the information is received preliminary approval will take a few weeks. Final approval may require a meeting between the President and or a PIIB Rep. It is preferred this meeting take place in the agency’s office.

Download the PIIB Application HERE