APPOINTMENTS
The process is easy:
Download & complete the Agency Profile
Download & complete the Retail Producer Agreement
Download and complete the W-9 form: http://www.irs.gov/pub/irs-pdf/fw9.pdf
Submit with a copy of your license and E&O Declarations Page to your local XPT office. Upon receipt of all of the necessary material listed above, we will begin processing your appointment.
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PRIVACY POLICY:
XPT maintains strict privacy policies to protect personal information of our business partners obtained for text message communications. This information is never sold, rented, released, or traded to others without prior consent or legal obligation. Any sharing of information with third parties is solely for the purpose of fulfilling the organization’s obligations to our clients and customers. We guarantee that it will never be shared with third parties for marketing purposes.
Text ‘STOP’ at any time to opt out of future text message communications.