In most states, appointment paperwork should be submitted along with the first group application. The exceptions are: Delaware, DC, Georgia, Montana, New Mexico, North Carolina and Pennsylvania where pre-appointment is required. In order to be appointed and receive commissions, an agency must submit the following items: - Completed Licensing Information Form. On page 1, complete the Sub-Producer Information section and the Form Completed By section. On page 2, complete the “Individual License Data Needed” section for each agent with the agency that wishes to be appointed. Important! The agent who signs the Group Application, along with the agency, must be licensed and appointed in the state where the group is located. (click here for Licensing Information Form).
- Copies of current licenses for the agency and agent in all states where marketing will occur;
- Copy of current E&O declaration page or Certificate of Insurance (if the agent is not an employee or officer/owner of the agency, a separate verification from the E&O carrier listing the agent is needed).
- completed W-9 form (click here for W-9 form);
- Check payable to ACE American Insurance Company for the total amount of state appointment fees for the agency and agent. (click here for appointment fee listing by state)
If there is no agency, please provide the above information for the agent. Pages 1 & 2 of the Licensing Information Form should be completed with the agent information.
Under no circumstances will compensation be paid to any entity not licensed in a state where this insurance is solicited. Compensation will only be paid when the appropriate licensing and appointment requirements have been completed.
Renewal fees for appointments are paid by ACE USA.
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