How to Become An Agent
Thank you for partnering with Tarheel Insurance Services. We will need the following documents on the behalf of your agency in order to process your appointment. .
- Signed Broker Agreement
- Completed & Signed W-9 Form
- Direct Deposit Form & Copy of Voided Check
- E & O Certificate of Insurance
- Copy of Producer’s License (For All States that Apply)
- Getting to Know You Survey
Please forward all completed forms to Patricia Griffin at firstname.lastname@example.org.