CSO Contracting |
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Products: Dental, Vision & Hearing
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Contracting
You can make the contracting request above or by emailing [email protected]. Your request to get contracted will trigger an email with a link. Simply click on the link in the email to begin the process.
You can make the contracting request above or by emailing [email protected]. Your request to get contracted will trigger an email with a link. Simply click on the link in the email to begin the process.
Transfer/Release Policy
To transfer your CSO appointment to new hierarchy, we will need a Letter of Intent to transfer to The Brokerage Resource, and a release if applicable.
A release is required if the agent has written business in the past 6 months OR has been contracted for less than 6 months.
The Letter of Intent is a statement in the body of your email which you send to [email protected]. State your name, NPN, your request to transfer to The Brokerage Resource, indicate where commissions are to be paid (self or your corporation), indicate if you have a downline, indicate if you would like an advance (6 or 9 months), and list the states you are contracting in.
For example:
Hello my name is John Smith, NPN 123123. Please process my hierarchy change to The Brokerage Resource. I would like my commissions to be paid to my corporation XXXX Insurance. I do not have any agents in my current downline. I would like to advance my commissions to 9 months. Please contact me in the states that I am licensed in, CA OR, WA, and TX. Thank you,
To transfer your CSO appointment to new hierarchy, we will need a Letter of Intent to transfer to The Brokerage Resource, and a release if applicable.
A release is required if the agent has written business in the past 6 months OR has been contracted for less than 6 months.
The Letter of Intent is a statement in the body of your email which you send to [email protected]. State your name, NPN, your request to transfer to The Brokerage Resource, indicate where commissions are to be paid (self or your corporation), indicate if you have a downline, indicate if you would like an advance (6 or 9 months), and list the states you are contracting in.
For example:
Hello my name is John Smith, NPN 123123. Please process my hierarchy change to The Brokerage Resource. I would like my commissions to be paid to my corporation XXXX Insurance. I do not have any agents in my current downline. I would like to advance my commissions to 9 months. Please contact me in the states that I am licensed in, CA OR, WA, and TX. Thank you,
Demographic Changes
Email [email protected] and indicate what the changes are. Include your name, NPN and indicate the change is for CSO.
Email [email protected] and indicate what the changes are. Include your name, NPN and indicate the change is for CSO.
Add Non Resident State
Email [email protected] and indicate what states you want to be added to your contract. Include your name, NPN and indicate the change is for CSO.
Email [email protected] and indicate what states you want to be added to your contract. Include your name, NPN and indicate the change is for CSO.