Required Compliance Forms

As Insurance Advisors we are required to have compliance forms completed and signed before an appointment.
Please click on the button that best matches the type of appointment you need:

Medicare Scope of Appointment
Individual/Family Consumer Consent
Group Broker Compensation Disclosure

This will open an online webform to complete and submit. After you complete the form online you will receive an email from Adobe. You MUST click the link within the email body to confirm your signature for the form to be considered submitted.

You will receive an Adobe email confirmation once you have successfully completed the last step which confirms your form has been submitted to our office.

Contact us at (512) 847-3164 if you have trouble or need the form sent to you via email, text, or mail.

Once you have completed the form and confirmed your signature:
Proceed to Book An Appointment

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