Essential Forms to get started with gotoPF
Welcome to our Forms page, your go-to resource for all essential documentation. Here, you can easily access, complete, and submit forms tailored for insurance agents and brokers.
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Broker Application
Short one-page application to get appointed with gotoPremiumFinance
Direct Deposit Authorization Form
ACH authorization form for Broker Fees, Referral Fees, and/or Policy Commissions
Cross-Marketing Message Form
Cross-marketing your other products and services is the fastest and easiest way to generate additional profits for your agency.
FAQs
Find answers to your questions about form submissions and related processes below.
The required forms depend on the specific transaction. Generally, you'll need a completed application and any supporting documents. Always check our guidelines for the most accurate requirements.
Forms can be submitted electronically through our platform. Simply upload the necessary documents in the designated section. You will receive a confirmation once your submission is processed.
If you notice an error after submission, please contact our support team immediately. They will guide you through the correction process. Timely communication is key to resolving any issues.
All necessary forms can be found in the 'Forms' section of our website. You can download them directly from there. If you need a specific form not listed, reach out to us.
Processing times vary based on the type of form submitted. Generally, you can expect a response within 1-3 business days. For urgent matters, please contact our support team.
Still have questions?
We're here to help you with any inquiries.