Complete Your Advantage Plus Onboarding

Business Information

Please tell us whether you write business as an individual agent or through a business entity. This helps us prepare your contracting, tax records, and commission setup correctly.

Business Entity Section: Only complete this section if you answered “Yes” to the question: “Do you currently own or operate a business entity?”

Licensing & Certifications

Please provide your insurance licensing information and certifications. This information is used to verify your eligibility for carrier appointments and ensure your contracting process is completed as quickly as possible.

Need E&O Coverage?

Advantage Plus offers complimentary Errors & Omissions insurance to qualified contracted agents. Our contracting team will review your eligibility during the onboarding process.

Important: Carrier appointments are not guaranteed. All requests are subject to licensing verification, carrier requirements, release approval, state availability, and final carrier approval.

Required Documents

Please upload the documents needed to complete your onboarding and carrier contracting. Uploading everything now helps us process your application faster and reduces delays.

Tip: If you don't currently have every document available, you may continue with your application. Our onboarding team will contact you for any missing items before submitting your carrier appointments.

Need a W-9?
If you do not have a completed W-9 available, please download the blank IRS W-9 form, complete it, save it, and then upload it below.

Download Blank W-9 Form

Agency Profile & Marketing Setup

Help us personalize your onboarding experience. This information allows our team to prepare your marketing resources, Agent Match profile, website listings, and future growth opportunities.

Optional but Recommended

Completing this section helps us better support your business by preparing marketing materials, referral opportunities, and future agent directory listings.

Agency Setup & Support Preferences

Let us know what tools, resources, and support you need so our team can guide you after your onboarding is submitted.

Review, Agreements & Submit

Please review the acknowledgments below before submitting your onboarding application. These confirmations help us begin the contracting process and ensure all information has been provided accurately.

What Happens Next?

• Your onboarding application will be reviewed by our onboarding team.
• Your licenses and documents will be verified.
• Carrier appointment requests will begin.
• You will receive email updates throughout the contracting process.
• An onboarding specialist may contact you if additional information is needed.

Most applications begin processing within one business day.