MAKE THE TRANSITION

You've likely built your business on established relationships and routine practices, which can make transitions especially difficult.

Fortunately, our approach is less about integrating you into our process, and more about us customizing our process to you.

FOUR STEPS
TO TRANSITION

STEP ONE:

Complete the Contracting Packet

If you just want to write new business in a restricted state, you can begin the appointment process now.

Contracting Packet

STEP TWO:

Transfer Your Book of Business

If you have a book of business to transfer, please attach it below. We'll examine your book and make every effort to appoint you with the carriers listed, though we can not guarantee 100% success in matching your current appointments. If there are any specific carriers that we're unable to appoint you with, we will work diligently to find a suitable alternative, while also moving over any renewals or trails.

Upload Book of Business

STEP THREE:

Submit Additional Forms

Depending on your book of business, there will be other specific advisor of record (AOR) forms that will be necessary to complete. Our licensing team will send these forms directly to your email, but please note that, depending on the response time of carriers, this process could take up to 30 days.

Once all of the necessary forms have been completed, you will receive an appointment approval memo with your advisor code. Within the following 10-15 days, you will receive a policy approval confirmation with your policy number being transferred.

STEP FOUR:

Register for the Insurance Portal

The Insurance Portal has been built with all of the quoting tools and engines you’ve come to expect, but did you know that it’s meant to be so much more? We’ve designed this portal to be the go-to place for customized support in all areas of your practice: advanced planning, marketing, case design, and so much more.

Access Insurance Portal

Not assigned to a business consultant?

Reach out to Luigi Montolio, listed below, to get one assigned to you. Your business consultant will be your first point of contact when engaging the Pinnacle team, so connecting with one is a critical first step. Their desire and goal is to help you grow your business by leveraging the resources and partners available to you through Pinnacle.

Luigi Montolio
Director, Sales & Distribution

Contact