What are the requirements to use Pathpoint?

Edited

Below are Pathpoint's licensing and appointment requirements

  • Agencies must maintain an active property and casualty license.

  • At least one individual in the office must have an active property and casualty license in any state where business is conducted.

  • Any documents requiring an agent’s signature must be signed by the licensed individual.

  • Agents do not need to be appointed to quote with Pathpoint, allowing for faster quoting for clients.

  • Upon submitting the first bind request, agents will be prompted to complete the producer agreement and get appointed.

  • The appointment process is fully digital and typically completed the same day.


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