Managing General Agent
To successfully apply for Managing General Agent, IDOI provides the following instructions. The requirements must be submitted in order to obtain a Certificate of Registration.
Please number each item in the upper right-hand corner to correspond with its number in this Schedule of Requirements.
1. Each application question must be completed in full. Attach a separate sheet of paper, properly signed, if additional space is needed.
2. Managing General Agent contract per IC 27-1-33-7 and Contract Compliance Checklist. If there have been no changes to the existing agreement(s) or new contracts entered into please provide a signed statement stating contract(s) previously filed is still in effect.
3. Fee of $100, check made payable to IDOI.
4. Annual compilation prepared by an independent certified accountant per IAC 760:1-52-6.
5. A listing of the current officers and directors. Biographical affidavits must be submitted for each newly elected officer, director, or partner of the applicant. These must be originally signed and notarized.
6. Certified copy of fidelity bond (pursuant to IC 1-52-4) and errors and omissions policy. Certificate of Insurance is not acceptable.
7. Certification of Gross Direct Written Premium
8. Proof of licensure as Indiana producer per IC 27-1-15.5
Please submit the application documents to:
Admissions Coordinator
Indiana Department of Insurance
311 West Washington Street, Suite 300
Indianapolis, Indiana 46204-2787
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