New Agents
Becoming authorized to sell TravelSafe products is as simple as 1-2-3
Step 1:
You must complete a Travel Organization Agreement (TOA). You can complete this form and submit it online or you can download and print the form to be completed offline. Click the appropriate button below to complete and submit your form either online or offline.
Online Forms
Travel Organization AgreementTravel Organization Agreement for Smart Button Plans
Print Forms
Travel Organization AgreementTravel Organization Agreement for Smart Button Plans
If you are completing the Agreement online, press the Submit to TravelSafe button at the bottom of the document after completion. We will review, approve and return an authorized copy of the Agreement to you. Once authorized, you may begin offering Travelsafe products for sale.
Step 2:
You must complete an Agent Profile Form (APF). This form is required by our insurance carrier, United States Fire Insurance Company, a member of the Fairmont Specialty Group. Once you have completed this form, print the completed form, sign and send to TravelSafe by fax or mail.
In most states, a travel insurance license will be required. If you are not already licensed, along with your signed authorized copy of the Agreement, we will send you any additional forms necessary to become licensed. If you are currently licensed, please send us a copy of your license by fax or email.
Agent Profile FormStep 3:
You must complete a W-9 Form. This form is required by the United States Government because you will be receiving commissions. You can complete this online, or you may download and print the form for completion offline. Whether completing the form offline or online, you will need to print the completed form, sign the form and send to TravelSafe by fax or mail.
W9 FormContact Information:
| Fax Number: | Email Address: | Mailing Address: |
|---|---|---|
(800) 303-6015 |
TravelSafe Insurance |
