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
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.