Entity Details
Legal name, DBA, FEIN or SSN, business structure, and contact information to identify the agency for contracting and tax purposes.
A complete, accurate application establishes legal standing with carriers and regulators, reduces processing delays, and creates a single source of truth for agent appointments and compliance checks.
The Insurance Office Application is used by internal staff and external partners to register or update agency details for contracting and compliance.
Clear role separation — who fills, who reviews, who signs — reduces processing time and liability exposure.
Legal name, DBA, FEIN or SSN, business structure, and contact information to identify the agency for contracting and tax purposes.
State producer license numbers, issuing state, and expiration dates required for carrier appointments and regulatory checks.
Names, titles, and signature authority for those who can bind the agency, accept contracts, or request changes.
Physical address, mailing address, and any branch locations; P.O. boxes alone are typically insufficient for regulatory service.
E&O policy details, certificate of insurance, surety bonds, and other documents carriers may require.
Declarations about criminal history, suspensions, sanctions, or prior disciplinary actions needed for underwriting and licensing.
| Field | Configuration |
|---|---|
| Template | Create saved template with locked fields for repeated use |
| Conditional Fields | Show license fields only for states selected |
| Authentication | Use email or SMS code; escalate to KBA for higher risk |
| Notifications | Auto-notify reviewers and store signed copies |
Verify file formats, authentication, and integration needs before sending applications electronically.
Date you transmit the completed application
Typically 5–15 business days depending on volume
May take 7–30 days depending on state
Carrier sets the effective date after approvals
Update within 30 days of material change
Transmit completed form and attachments to recipient
Carrier or regulator verifies licenses and E&O coverage
Carrier approves or requests additional information
Carrier marks agency active and records appointment effective date
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/year | Varies | Varies | Varies |
Optica centralized onboarding to reduce duplicate entry and errors.
Martin Properties shifted to full eSubmission for office insurance updates.