SOURCE BROKERAGE
a Crossroads Financial Group Company
Online Appointment
We've made it easy for you to get appointed with our carriers!
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No more filling out a whole new set of bulky paperwork every time you wish to be appointed with a new company. We're pleased to introduce an industry-leading contracting e-platform:
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Enter your data just once into this new e-platform. It will take about 10 minutes.
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Later, as you wish to get appointed with additional carriers, it's only a few simple mouse clicks because your data has been stored. Inside the new e-platform you simply click on the new carrier you want to be appointed with.
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Be sure to create a username and password you will remember. (If you'd like to give us your username and password we can enter them into our data base in case you need a reminder later on.)
To log-in and get started, click here.
If you'd like to see how the process works before you begin, you can view a training video or user manual.
Please contact Monica Steinbrecher at 1-920-337-6111 with any questions.
Thank you!