FWG PARTNERS
CONTRACTING
Congratulations, You're Licensed and Ready to Join the Team - Let's Get You Contracted!
Getting contracted will be the next step. It's very important to proceed in the order provided below to ensure you have all the required documents.
First, Let's Review Required Documents
Please review the list below and ensure you have everything and ready to upload, before moving on.
The first 3 documents were provided to you when you applied for your license.
Resident State License Number
NPN (National Producer Number)
Copy of Resident State License
This link below will guide you through the steps to obtain the final document
E&O Certificate (steps to obtain below)
Step 1: Obtain E&O Certificate
What is E&O?
An Errors and Omissions (E&O) certificate is a required certificate that provides professional liability coverage for insurance agents in case of errors in services. To learn more, please visit the link below.
If you have your E&O Certificate, please have it ready to upload.
If you do NOT have your E&O Certificate, please visit the link below to obtain.
Step 2: Request Contracting
Congratulations!
You are ready to request contracting!
Be sure to have all your documents ready to upload
Freedom Wealth Group, an FWG Partner
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