516-593-2700
Broker appointment

Become a Simon broker.

Our mission is helping insurance agencies make more money while freeing up more time to enjoy life. Over 80 carrier partnerships across 42 jurisdictions, and underwriters who work the accounts with you.

What happens next
1

The agency team reviews your enquiry and arranges a conversation.

2

A short conversation about the book you write and the markets that matter to you.

3

Then the paperwork: license, E&O declaration page, W-9 and commission form.

Start the conversation

Tell us about your agency. No paperwork yet, and no login needed.

Where you are licensed, or where your business is going.

If you have it to hand.

Classes you struggle to place, wholesalers you use today, anything urgent.

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Already have your documents? Send the full appointment packet →

Your appointment checklist
  • Completed broker appointment packet
  • Agency and principal details
  • Active producer or agency license
  • E&O declaration page
  • Completed W-9
  • Commission deposit form
Would rather just talk?

Ask for new agency appointments and the team will walk you through the requirements.

Call 516-593-2700Email support