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888-575-9923
info@wiseowlinsurancegroup.com
20118 N 67th Ave #300-120
Glendale, AZ 85308
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Please call your Wise Owl Support Team at 888-575-9923
Appointment/Contracting Kit
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Are You Contracting As An:
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— Select —
Agent
Entity
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**
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First Name
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Last Name
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Personal/Entity Information
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Entity Name
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Entity NPN
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Entity Principal
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Entity TIN
*
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Personal NPN
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Social Security #
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Driver's LIcense #
Birth Date
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Birth City and State
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Gender
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Male
Female
Cell Phone Number
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Home Phone Number
Phone Number (Business)
Fax #
Email Address
*
Home Address
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Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Do you have a Mailing Address different then your Home Address?
*
Yes
No
Mailing Address
Address Line 1
Address Line 2
City
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
State
Zip Code
Previous Address for Last 10 Years
What state do you plan on writing most of your business?
*
— Select State —
Alabama
Alaska
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
Florida
Georgia
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Missisippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Ohio
Oklahoma
Oregon
Pennsylvania
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Background Information
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1) Do you have any indebtedness to an Insurance Company?
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— Select —
Yes
No
2) Have you ever been convicted of a felony, or a misdemeanor, other than a traffic offense?
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— Select —
Yes
No
3) Have you ever had your Driver's License revoked?
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— Select —
Yes
No
4) Are you in process, or have you ever filed for Bankruptcy, declared bankrupt or insolvent, or had salary garnished?
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— Select —
Yes
No
5) Are you now or have you ever been employed by, or associated with to any degree, directly, or indirectly, a bank, savings and loan or other financial institution?
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— Select —
Yes
No
6) Are you now subject of any complaint, investigation, or proceeding which could result in a yes answer to any of thepreceding questions?
*
— Select —
Yes
No
7) Have you ever been refused a bond or Errors and Omissions Insurance?
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— Select —
Yes
No
8) Have you ever had your insurance license suspended or revoked?
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— Select —
Yes
No
9) Have you been fined or had disciplinary action taken against you with any Department of Insurance?
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— Select —
Yes
No
10) Are you, at present, or within the past five years, been involved in any civil litigation, judgments, liens or foreclosures?
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— Select —
Yes
No
11) Have you ever been denied an appointment with any insurance company?
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— Select —
Yes
No
12) Have you ever been terminated for cause by any insurance carrier?
*
— Select —
Yes
No
Additional Information
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List a Beneficiary
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Beneficiary Relationship
*
Have you taken an Anti-Money Laundering Course within the past 2 years?
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— Select —
Yes
No
Are you Registered Rep with FINRA?
*
— Select —
Yes
No
Required Documents
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1) E & O Certificate
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
Financial Institution
*
Bank Routing #
*
Account Number
*
Voided Check
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
Personal Resident License
*
Click or drag a file to this area to upload.
Entity Resident License
*
Click or drag a file to this area to upload.
Non Resident States
AL
AK
AZ
AR
CA
CO
CT
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
AS (T)
DC (T)
FM (T)
GU (T)
MH (T)
MP (T)
PW (T)
PR (T)
VI (T)
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Upload ALL Non-Res Licenses
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.
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Medicare Carriers Requested
*
Aetna
Aetna Senior Products
Anthem/Amerigroup
Cigna Health Spring
Cigna – Med Sup/FE
GTL – HI/Med Sup
MOO – MAPD/PDP
Humana
Molina
Thrivent – Med Sup
United Healthcare
Wellcare
Centene/Allwell
SCAN
BS of CA
HSCS – TX, NM, OK, IL
Presbyterian
Coventry
Medico
Transamerica
NGL
Life Insurance Carriers Requested
AIG
Americo
United Home Life
Capital Life (Liberty Bankers)
Great Western
Transamerica
John Hancock
Lincoln Financial
Protective Life
Met Life
MOO
American General
Nationwide
North American
Annuity Carriers Requested
Allianz
Athene
Americo
MOO
North American
Protective Life
Sentinel
Genworth
F&G
Royal Neighbors
Medicare Supplement and Life product Advancing Options
*
As Earned
6 Months
9 Months
12 Months
15 Months (CIGNA MS ONLY)
Other Allignment Questions
If aligning with an Agency Partner, who?
*
If Direct to Wise Owl (Write Wise Owl)
Are you currently contracted with another FMO for the above mentioned carriers?
— Select —
Yes
No
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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