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IDOI > Financial Services > Initial Registration Requirements > Managing General Agent Managing General Agent

Please follow these instructions to register as a managing general agent.

Please number each item in the upper right-hand corner to correspond with its number in this Schedule of Requirements.

  1. Each application question must be completed in full. Attach a separate sheet of paper, properly signed, if additional space is needed.
  2. Managing General Agent contract and Contract Compliance Checklist. 
  3. Fee of $100, check made payable to IDOI.
  4. Annual compilation prepared by an independent certified accountant per IAC 760:1-52-6.
  5. Biographical affidavits for each officer, director, or partner of the applicant, originally signed and notarized.
  6. Copy of contract per IC 27-1-33-7.
  7. Certified copy of fidelity bond (pursuant to IC 1-52-4) and errors and omissions policy. Certificate of Insurance is not acceptable.
  8. Proof of licensure as Indiana producer per IC 27-1-15.5

Deliver the preceding to:
Admissions Coordinator
Indiana Department of Insurance
311 West Washington Street, Suite 300
Indianapolis, Indiana 46204-2787

After we receive the proper filing and review is completed, we will prepare a letter of registration and send it to the contact person listed on the application.