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Enroll as a Producer

In order to be approved as a Producer for Wellington Financial Services, you must meet the following minimum qualifications:

1. Have experience selling worker’s compensation and non-subscription products;
2. Possess a valid P & C license from the Texas Department of Insurance;
3. Have an office/agency location separate and apart from a private residence;
4. Process an Internal Revenue Service Form W-9 with a valid Social Security Number (if agency is individually licensed), or Federal Identification Number (if agency is incorporated);
5. Have E&O insurance with a minimum per occurrence limit of $1 million;
6. Provide a valid e-mail address, which will be used as the primary means of communication between you and Wellington Financial Services.

To get started:

1. Complete our online Prospective Producer Information Form. Following review, we will advise you whether or not you have been approved as a Producer for Wellington Financial Services.
2. Wellington Financial Services’ Contracts/Licensing Department will notify you of your acceptance/declination as a Producer; upon acceptance, we will fax you the Producer Agreement. When you receive the Producer Agreement you will need to execute it in the name of the licensed entity reflected therein and mail it to us. We will then issue you a User ID and Password, which you will use to access the "Login" section of the Wellington Financial Services’ website. Remember: The name under which you contract must be a licensed entity from TDI; in other words, a corporation must have a corporate license from TDI, a “dba” must be filed and licensed as such with TDI, the same for Partnerships, LLP’s, LLC’s, etc.
3. Return the executed Producer Agreement to:
   
   Contracts and Licensing
   Wellington Financial Services, Inc.
   P.O. Box 230
   Fort Worth, TX 76101