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Please call your Wise Owl Support Team at 888-575-9923

Appointment/Contracting Kit


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Have your commissions paid to Entity (LLC, Corp, etc) or paid directly to You, Agent? **Assigning Commissions needs to be discussed with the WISE OWL Contracting Team**

Personal/Entity Information

Gender
Home Address
Do you have a Mailing Address different then your Home Address?

Background Information

Additional Information

Required Documents

Click or drag a file to this area to upload.
IF you do not have E & O Insurance you may purchase it through 360 Coverage Pros

2) Banking Information

Voided Check

PLEASE NOTE: Name On Check Needs to Match Who Will Be Appointed

If selected Entity needs to have the ENTITY name; if Agent needs to have your name.

ALSO: MUST BE A CHECK NOT A DIRECT DEPOSIT FORM
Click or drag a file to this area to upload.

3) Resident Insurance License

IF you need a copy of your License click: NIPR: License Printing by State
Click or drag a file to this area to upload.
Non Resident States
Click or drag files to this area to upload. You can upload up to 20 files.

Carrier Appointments

If uncertain which carriers to pick please reach out to us.

Section Divider

Medicare Carriers Requested
Life Insurance Carriers Requested
Annuity Carriers Requested
Medicare Supplement and Life product Advancing Options

Other Allignment Questions

If Direct to Wise Owl (Write Wise Owl)

STATEMENT OF UNDERSTANDING

(PLEASE READ CAREFULLY)

I hereby authorize WISE OWL and its affiliates (“The Authorized Parties”), to to affix or append a copy of my signature, as set forth below, to any and all required signature fields on forms and agreements of any insurance carrier (a “Carrier”) designated by me through electronic or paper contract submission, software and/or through any other means, including without limitation, by e-mail or orally. The Authorized Parties shall be permitted to complete and submit all such forms and agreements on my behalf for the purpose of becoming authorized to sell Carrier insurance products. I hereby release, indemnify and hold harmless The Authorized Parties against any and all claims, demands, losses, damages, and causes of action, including expenses, costs and reasonable attorneys’ fees which they may sustain or incur as a result of carrying out the authority granted hereunder.

By clicking Submit below, I certify that the information I have submitted to the Authorized Parties is correct to the best of my knowledge and acknowledge that I have read and reviewed the forms and agreements which the Authorized Parties have been authorized to affix my signature. I agree to indemnify and hold any third party harmless from and against any and all claims, demands, losses, damages, and causes of action, including expenses, costs and reasonable attorneys’ fees which such third party may incur as a result of its reliance on any form or agreement bearing my signature pursuant to this authorization. Furthermore, I agree to contact by WISE OWL and Agent Boost Marketing’s staff and applicable third party vendors via phone, email and text message as it pertains to my business related activities and indicated carriers.

By clicking Submit, I acknowledge that all information is true and correct to the best of my knowledge.

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