McGowan, Donnelly & Oberheu, LLC does not hold our retail agents to premium or account volume requirements, so whether you place 1 account or 100 accounts with us we are always grateful for your business. We do, however, require that retail agents placing business with us carry at least $1,000,000 of Professional Liability.
In order to become a fully-enrolled agent with MDO, we require the following items:
- Broker Questionnaire
- Brokerage Agreement
- Updated W-9 Form
- Individual Producer Background Report
- P&C Licenses (Agency & Individual) for each state in which you do business;
- Declaration Page from your E&O Policy, evidencing at least $1 MM in coverage
We look forward to working with you!
Please contact our Compliance Administrator with any questions:
Phone: 512.600.2280 x5304