Welcome to mrw!
Questions? Contact Caron Moore
Local: (813) 875-6331
National: (800) 967-7661
Now that you have registered for website access, take the next step and complete the contracting packet to expedite the appointment process when you submit your first application. Review the options below and select the packet that best applies to you.
INDEPENDENT AGENTS
If your commissions pay to you as an individual, please complete and return this packet.
AGENCY/FIRM
If you want your commissions to pay to your business OR if you have writing agents in your firm that have commissions pay to your business, please complete and return this packet.
SOLICITOR/WRITING AGENT ONLY
If your commissions pay to a business that you are NOT the principal or owner, please complete and return this packet. (You must also make sure that the Principal/Business Owner complete the Agency/Firm Packet.)
Website Tools
Below is a list of some of the more popular tools and guides available on our website. For a more detailed tutorial, please contact Caron Moore at caron@mrwfinancial.com.
Quotes
You can run your own term and GUL quotes through this link and now you have the ability to save the quote to return to later.
Carrier Forms
Access all carrier forms for new business and policy owner service.
Case Status
24/7 access to check the status of your open cases and communicate with your case manager. Plus, never lose track of your closed policies.
iGo (Electronic) Applications
Fill out your application online and guarantee a complete and “In Good Order” submission with the iGo Application tool.
Carrier Underwriting Guides
Access carrier build charts, exam requirements and rate class guidelines for tobacco use and medical history guidelines.
Preliminary Underwriting Questionnaires
These questionnaires will guide you one the exact information needed to have carriers look at a situation before submitting a formal application. They do not need to be signed by the client. Complete the information and send to MRW Financial to see what carrier will offer your client the best rate.
Agent Contracting Tools
Access change forms, E&O coverage options, AML Training information and guidelines on Pre-Appointment States.
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
PROVIDING THE SOLUTIONS YOU NEED TO SUCCEED
High Level
Commissions
On-staff Certified Financial Planner
Brokerage Qualifying Member
National Reach, Personal Touch
On-Staff Medical Director/Underwriter
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.
LOCAL (813) 875-6331 • NATIONAL (800) 967-7661
MRW Financial Brokerage has insurance licensed representatives in the following states:
MO, CA, NC, CT, NY, SC, AL, KY, LA, MN, MT, OH, OK, OR, PA, GA, WA, TX, CO, MD, MS, UT, WV, ID, NH, NJ, TN, AZ, MA, FL, MI, NM, VA.