1. A completed Registration Application.
2. A copy of your Agency’s current E&O Certificate of Insurance or your E&O Policy’s Declarations Page.
3. A copy of your Agency Resident and Non-Resident Licenses (P&C and/or Surplus Lines). Your list should include the state, license type (P&C or SL), license number and expieration date. We’ve got this handy template for you if you need one!
4. A signed copy of the Producer Agreement.
You can send us your registration materials any way you like:
| Method | Address |
| compliance@preferredconcepts.com | |
| Phone | 212.608.9400 |
| Fax | 212.608.6268 |
| Snail Mail | 14 Wall Street, 18th Floor, New York, NY 10005 |
Frequently Asked Questions
Does it cost anything to register?
Do I have to register to do business with Preferred?
How Do I get a User ID?
Need Help?
Are there any minimum production requirements?
What is needed for registration?