APPOINTMENTS
Get appointed with XPT. It's Fast and Easy.
We require that each retail broker be appointed
The process is easy:
Download & complete the Agency Profile
Download & complete the Retail Producer Agreement
Download & complete the XPT ACH Form
Download and complete the W-9 form: http://www.irs.gov/pub/irs-pdf/fw9.pdf
Provide a copy of all licenses for states you intend to do business in
- Provide a copy of your E&O Declarations Page.
Once you have all documents, please provide these to your local XPT office for processing.
Upon receipt of all of the necessary material listed above, we will begin processing your appointment.
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