Electronic Appointment Process

The appointment process is the first step in a great relationship with EverVest. Our contracting experts generate and submit completed appointment forms to the carriers – saving you time and money. We take the stress out of getting appointed so you can focus on your clients & business.

For faster processing – complete the electronic kit now!

For any questions please call the contracting department at 800-990-5501

Before you begin, have the following:
  • NPN#
  • State insurance license information
  • Voided check for the account where you want commissions paid
  • E&O certificate
  • AML certificate
  • NAIC training certificate (if applicable)
  • Any other documents (State specific, Product training, LTC, etc.) that could apply to your request
Get Appointed

3-Step "How-To" Guide

Other Agent Resources Link