We have made transferring existing insurance fast, easy, and free. By completing this form, we will generate a "Broker of Record" letter and deliver it to your current insurance carriers. The specified policies will then automatically be assigned to us within ten (10) business days. No phone calls and no back-and-forth with your current agent or insurance carriers are required.
If you already have an account, please log in before continuing.
The legal name of the formal business entity, if any, that you conduct business under. If you operate under a "Doing Business As" (DBA), please specify that name here.
As part of the policy transfer process, we generate a broker of record letter and deliver it to the insurance carriers on your behalf. We will display your company logo on this letter.
There are two ways you can provide us with the insurance policies you'd like to transfer to us. You can upload a current certificate of insurance which your current insurance agent can provide if you don't already have one. Or, if you have your policy numbers handy, you can manually list the policies you'd like to transfer.
Your insurance company and policy number should be located on your insurance binder or on any of your certificates of insurance.
If you don't see your insurance company listed, select "Other" from the dropdown and enter the carrier name in the optional "Other Insurance Carrier" field.