Horter Financial Onboarding

WELCOME TO

HORTER FINANCIAL

In order to get you started in the process of working with us please complete the onboarding form below!

Onboarding Form

Application Date *

Legal First Name *

Legal Last Name *

Address *

City *

State *

Postal code *

Phone *

Email *

Social Secruity Number *

NPN *

(Please type NA if not yet licensed)

Resident License State *

(What it WILL be if not yet licensed)

Non Resident States

(Please type NA if not yet licensed)

What lines do you want to onboard in?

What carriers are you currently contracted with?

Who is your Mentor? (Who invited you to onboard with Blue Skye Financial?)

By signing below you agree to contract with Master Agency Management, LLC [including Blue Skye Financial Services and all affiliated master agencies] to provide insurance-related services, including policy underwriting, claims processing, customer support, and administrative tasks. This agreement will be in effect from the date of this signature. Either party may terminate the agreement with 90 days written notice. The Insurance Agent will compensate the Contracted Agency for services rendered. Both parties will maintain confidentiality and adhere to relevant laws. Compensation details will be outlined in a separate document. The agreement is governed by the laws of Texas. Please sign below to indicate your acceptance of the terms.

Agent Agreement *

Clear