Join our network of trusted insurance professionals and access the tools, support and opportunities you need to succeed
Trusted Partner
Dedicated Support
Business Growth
Long-term Partnership
Offer your clients multiple carrier options and competitive solutions.
Get personal guidance from our experienced support team.
Access tools, training and resources to grow faster and smarter
Count on clear processes, fast communication and trusted partnerships
Our streamlined onboarding process gets you started in just a few easy steps.
Primary agent registration and application form.
10–15 min
Review and agree to the terms 5–10 min
Tax information for reporting. 5 min
Currently licensed insurance agents in good standing.
Independent agencies looking to expand their market access.
Experienced insurance professionals passionate about client service.
Licensed insurance agents, independent agencies and qualified insurance professionals interested in expanding their insurance offerings can begin the OLPolicy agent onboarding process.
The onboarding process includes the Agent Application, Sub-Code Addendum A & C, Agent Agreement, Commission Schedule and W-9. Supporting licensing or E&O information may be required depending on the application.
Yes. OLPolicy provides an online e-sign option, with document uploads available where required. A paper application option is also available.
Yes. Supporting documents can be uploaded as part of the online application process when required.
OLPolicy reviews the submitted application and supporting information. The team may contact you if additional information or documentation is needed.
The forms are available individually. Applicants should review the requirements for each form and provide requested supporting documentation before submitting the application package.
E&O information may be requested as part of the agent application where applicable. The specific requirement should be confirmed within the application process.
For questions about becoming an agent or the onboarding process, contact the OLPolicy agent support team at agent@olpolicy.com.
Our agent support team is ready to help you with any questions about onboarding.
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