执照挂靠

恭喜您拿到执照并且和州政府挂靠成功。

接下来您的执照可以和保险公司进行挂靠。

1.   登录member portal www.cofa365.com ,购买折扣E&O。

2.   Get AML Certificate (e.g. From WebCE)

https://www.webce.com/catalog/courses/course-information/aml-training/course/206954

3. Email the E&O certificate, AML Certificate, Driver License, a void bank image (for receiving commissions), to contracting@cofa365.com 

4. You will receive a contracting package to electronically fill and sign within 24 hours.

5. Since some carriers don’t accept electronic signatures, another signature collection will be requested through text message to the phone number you gave in the above form after the electronic package has been signed and dated.

6. You are all set. The back office contracting team will take care of all your carrier appointments