BECOME A PRODUCER
If you are a licensed independent agent interested in becoming a producer for Windhaven Insurance please follow these instructions for the Appointment process:
Step 1 Let's Begin!
Step 2 Fill out Appointment Forms
- ALL of the following forms and fees must be submitted in entirety per program.
Click below for Appointment Packets per program
Step 3 Review your Checklist
- Ensure that every form has been completed. Failure to complete paperwork in its entirety will only delay the process and prolong your wait time
- Make sure you submit a copy of a voided check(s) when applicable
Step 4 Submit Appointment Forms & Fees
Step 5 Get Started!
- After all forms and fees are submitted, received and reviewed a producer number will be issued and we will contact you about needed supplies and/or training.