MGL - Services - Insurance - Appointment Processing

Appointment Processing

For agents already licensed, the appropriate appointment forms can be completed by MGL and submitted to the state for approval, upon completion of the background checks, where required by individual states. For states accepting appointments on-line, your firm’s and agents’ appointments can be handled by MGL electronically with reports forwarded to you reflecting appointment information.

For firms obtaining an initial license, MGL will assist client with the preparation of state license applications and appointment forms as required by various states. Completed forms are then sent to the firm for final review and signature, prior to MGL filing your applications with the requisite states on your behalf.

Appointment form(s) not requiring a signature can be completed by MGL based upon information provided by your firm, then submitted to the state for registration upon your final review and approval.

For firms obtaining non-resident insurance licenses, MGL will assist your firm with completion of the appropriate non-resident license application and paperwork, then forward final documents to your firm for approval and signature. MGL will also request the certification of licensure letters for the firm that will be attached to the completed non-resident license applications and submitted to the requisite states for processing on your behalf.

Termination of appointments can be processed through and by MGL upon notification of an agent's termination with your firm.