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Agents & Brokers

CONTRACTING PAPERWORK:

Insurance Agents & Brokers:

If you are an agent or broker and you wish to transact business with Crusader, please be sure you have completed the " Broker Information" screen and submit (by mail or FAX) the items listed below:

  1. "Producer Application", complete and sign:
    - Brokers use form # UNX310, Producer Application

  2. "Agreement" form, complete and sign:
    - Brokers use form # UNX250, Agreement With Broker

  3. Copy of your current Property & Casualty insurance license.

  4. Copy of your Broker's Bond, currently on file with the State Department of Insurance, Commissioner's office (California only).

  5. Copy of your Errors & Omissions ("E&O") coverage.

  6. A completed IRS Tax Form W-9, "Request for Taxpayer ID Number."

NOTE: Most transactions are conducted on a "brokerage" basis. That is, we do not usually grant "agency" appointments. However, we recognize that several states do not license brokers and that some people simply do not have a broker's license. For such situations, we will consider granting agency appointments on a limited basis. If you seek an "agency" appointment, please contact our Marketing Department.

All contracting documents are in Adobe PDF format. To view and print these documents, you must have Adobe Acrobat Reader. You can download it free by clicking here...


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