Brokers & Agents
If you are a broker or agent interested in the Assisted Living Federation
of America Affinity Insurance Program, brokered and administered
by Marsh Program & Franchise, please complete the following
steps to secure Marsh sub-producer status:
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Step 1:
Download and complete the Broker-Agent's Agreement |
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Broker-Agent's Agreement.pdf
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Step 2:
Complete and sign two (2) copies of the Broker-Agent's Agreement.
(Marsh will return an executed copy to you for your records)
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Step 3:
Please provide current copies of:
- The agency license and principal owner/officer license documentation
for all states in which business with Marsh is or may be conducted.
Agency principal's title must also be included.
- A Certificate of Insurance showing the policy number, policy
term, and liability limits of at least $1 million per claim and
$1 million aggregate.
- A completed W-9 form including tax ID number.
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Step 4:
Fax and mail the complete, signed agreements and supporting
documents to:
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(515) 365-3005
ATTENTION: Jo Phillips |
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Marsh Program & Franchise
Assisted Living Federation of America Affinity Insurance Program
ATTENTION: Jo Phillips
P.O. Box 14404
Des Moines, IA 50306
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The prompt submission of the
completed documents is critical for Marsh to provide a quote, bind,
or pay commissions.
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For questions regarding your submission, please contact
the Marsh Account Management Team toll-free at (888) 206-4638.