Phil-Am Insurance Agency

Upload Your Documents

Send us your onboarding documents to complete your contracting. All fields are optional — submit what you have.

Onboarding Documents

Drag and drop or click each box to upload. Max 10MB per file. PDF, JPG, or PNG only.

Headshot Optional

Professional photo for marketing materials

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Click or drag headshot here
E&O Insurance Optional

Errors & Omissions coverage page

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Click or drag E&O document here
AHIP Certification Optional

Current year AHIP completion

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Click or drag AHIP cert here
FFM Certification Optional

Federally-Facilitated Marketplace certification

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Click or drag FFM cert here
AML Certification Optional

Anti-Money Laundering training certificate

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Click or drag AML cert here
Release Documents Optional

Release letter from previous FMO/IMO

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Click or drag release doc here
Voided Check Optional

For commission direct-deposit setup

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Click or drag voided check here
Questions? Email admin@philamagency.com or call 346-483-5016