Agent Final Review and Sign Off

Type your full name to sign off that you agree with working Firefly in accordance to what we've described in our ebooks, as well as in the application that you submitted to Firefly.*

As part of what is covered in the ebooks and final review, you understand that if you write too much business outside of a carrier's target market (even if it is eligible), that you may lose your appointment with that carrier?*

To avoid any delays in your onboarding, help us get a clear picture of your setup: In total, how many people own this agency (including all partners, investors, "silent" partners, etc)?*

Name of first owner*

Is the first owner licensed?*

How is this owner involved in the agency?*

What % of the agency does owner #1 own?

Name of second owner*

How is this owner involved in the agency?*

Is the second owner licensed?*

What % of the agency does owner #2 own?*

Name of third owner*

How is this owner involved in the agency?*

Is the third owner licensed?*

What % of the agency does owner #3 own?*

How many people, including yourself, are going to be onboarded with Firefly? (Total number of producers, CSRs, agency owners, etc)*

Do you plan on transferring/rolling any existing books of business to Firefly as you get onboarded?*

Yes

What is the name of the first carrier you plan on transferring?*

What type of appointment is it?*

Do you have an agency code for this carrier?*

Yes

What is your agency code?*

Do you have a signed agreement approving you to move this book?*

Yes

Who is the contact at the former agency who will help transfer the book to you with Firefly?*

Which network helped you get the carrier?*

How much premium do you have with this carrier?*

How many policies are with this carrier?*

Who is the broker that currently gives you access?*

Do you have another carrier you plan on transferring/rolling with you to Firefly?*

Yes

What is the name of the second carrier you plan on transferring?*

What type of appointment is this second carrier?*

Do you have an agency code for this carrier?*

Yes

What is your agency code?*

Do you have a signed agreement approving you to move this book?*

Yes

How much premium do you have with this carrier?*

Who is the contact at the former agency who will help transfer the book to you with Firefly?*

Which network helped you get the carrier?*

Who is the broker that currently gives you access?*

How many policies are with this carrier?*

What is your plan regarding E&O?*

Use my own E&O and list Firefly as an additional insured

I'll let Firefly get my E&O in place as part of onboarding (cost: ~$107/month for new agents, varies for agents with existing books)

Getting your own E&O? Great - your policy needs to have three items listed on the certificate of insurance:

1. Limit of liability needs to be 1,000,000/2,000,000 or higher. 2. List Firefly as an Additional Insured: Firefly Agency LLC 4694 Cemetery Road Ste 404 Hilliard, OH 43026 3. Firefly will be notified within 30 days in the event of policy cancellation.

I confirm that I have satisfied the above requirements for E&O.*

Yes

Not Yet

E&O needs to be in place before proceeding.

You've got two options: 1. Go to your E&O carrier and get a certificate with the three items above listed (you'll upload it to Firefly on the next page). OR 2. Have Firefly get your E&O in place for you by changing the answer above. We're good either way, but we need to be sure that the E&O is taken care of appropriately. We're excited to work together. Get this taken care of, and then let's get to work!

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Next Steps

Provide basic information:

Getting your own E&O? Great - your policy needs to have three items listed on the certificate of insurance:

E&O needs to be in place before proceeding.