Broker Licensing and Appointment

Become Appointed with Berkley Accident and Health

It’s easy to become a Berkley broker, agent, or consultant. Whether your clients need Stop Loss, Accident Special Risk, Managed Care, or Group Captive programs, we seek to make it simple for you to work with us.

The first step is to understand the requirements, which can vary by product and state. In general, the broker of record must have the necessary insurance license(s) in order to do business with Berkley Accident and Health. As a licensed insurer, we require all brokers/agents/consultants to have a contractual relationship with us and to be licensed in good standing with their state.

Stop Loss, EmCap, and Managed Care

Our appointment process begins when a policy is sold. Depending on the type of appointment, you may need to provide the following documents:

  • Agency/Agent/Individual information, certification, and authorization
  • Producer agreement
  • W-9 form
  • FCRA disclosures
  • Producer’s employee appointment application
  • Other state-specific forms, as needed

Actual documentation requirements may vary. Ask your local Berkley Accident and Health representative for more information.

Accident Special Risk

For information about the appointment process for our Accident Special Risk products, please contact your local Berkley Accident and Health representative.

Insurance coverage is underwritten by Berkley Life and Health Insurance Company and/or StarNet Insurance Company, both member companies of W. R. Berkley Corporation and both rated A+ (Superior) by A.M. Best. Not all products and services may be available in all jurisdictions, and the coverage provided is subject to the actual terms and conditions of the policies issued. Payment of claims under any insurance policy issued will only be made in full compliance with all United States economic or trade and sanction laws or regulation, including, but not limited to, sanctions, laws and regulations administered and enforced by the U.S. Treasury Department’s Office of Foreign Assets Control (“OFAC”).