Partner With Convene

Get appointed.

Let's start the conversation.

Complete our Agency/Producer Profile and tell us where we can help. Our team reviews every request personally and will be in touch about next steps, including the documents and contractual agreements required to complete an appointment.

How It Works

A quick start to a real partnership.

Completing the profile starts a review. It does not create an appointment on its own.

01

Complete the profile

Fill out the Agency/Producer Profile below so we understand your agency, principals, and production.

02

We review

Our team reviews your information and confirms fit, appetite, and licensing. Every request is reviewed personally.

03

Documents & agreements

We collect the required documents and finalize the contractual agreements an appointment requires.

04

You're set up

Once everything is in place, we activate your appointment and introduce your points of contact.

Agency / Producer Profile

Tell us about your agency.

The more complete your information, the faster our team can evaluate fit and follow up. Complete the form below to begin. Fields marked required must be completed.

Documents

Documents to complete your appointment.

Signed Agency/Producer Profile (this form)
Copy of your E&O Declarations page
Agency License certificate and Surplus Lines License
State licenses (P&C, Customer Service) for your agency staff
Email these to getappointed@convenerisk.com, or include them with your submission. An appointment is completed after our team's review and once these are on file.

Submitting the form begins a review by the Convene team. It does not create an appointment or any binding agreement. An appointment is completed only after our review and once the required documents and contractual agreements are in place.