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Carrier Appointments
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Onboarding Documents
Upload any onboarding documents you have ready. All uploads are optional —
you can submit your contracting request now and our team will follow up about anything still needed.
Files can be PDF, JPG, or PNG (max 10MB each).
Professional photo for your agent profile. JPG or PNG preferred.
Current Errors & Omissions insurance certificate. PDF preferred.
Current AHIP certificate (required to sell Medicare Advantage).
Federally Facilitated Marketplace certificate (required for ACA).
Current AML training certificate.
Release letter from prior FMO/upline if applicable.
For commission direct deposit setup.
By submitting, you authorize Phil-Am Insurance Agency to initiate the contracting process on your behalf.
Your information is handled securely and never sold.