
What you will receive
Binder utilization alerts, class openings and restrictions, Lineage-related reporting reminders, and session invites. Bulletins are for appointed brokers, not a public marketing list.


Binder utilization alerts, class openings and restrictions, Lineage-related reporting reminders, and session invites. Bulletins are for appointed brokers, not a public marketing list.

When CRM is connected (Dynamics 365 is the planned system of record), this sign-up will write to the broker record. Until then, the form captures intent only.

Appointed brokers can submit online. New producers start with E&O and licence validation.