Broker appointment

Send your appointment paperwork.

Include your agency information and documents for Simon to review.

Prepare your request

Send your details and documents to Simon for review. Documents must total 8 MB or less.

  1. About you
  2. Agency details
  3. Documents
  4. Intro call
  5. Review

About you

So the right person can follow up and your agency gets credited.

Downloading does not submit your request. Use your existing Simon contact or the carrier’s approved portal to send real business.