Agency application

Start your INVO appointment

Your responses go directly to INVO's agency services team. Prefer a full-screen view? Open the application in a new tab.

Trouble loading the form? Open the application in a new tab

What you receive

Everything one INVO appointment turns on

There is no tiered access and nothing to unlock later. The day you're appointed, you can quote digital markets yourself and submit to any specialty desk.

Digital markets you quote yourself

Bindable commercial and personal lines markets you rate, quote and issue directly — no submission queue, no waiting on a response.

Six INVO divisions

Transportation, Work Comp, Commercial Specialty, Temp Staffing and both digital desks — all opened by the same single appointment.

The full marketplace search

Search by class, state and coverage to see which INVO markets will actually write the account before you spend time on a submission.

A named underwriter, not a queue

Every submit-path account is worked by a real underwriter who tells you what they need and what they can do with it.

Built for

Agencies INVO fits

  • Retail agencies that want one wholesale relationship instead of ten
  • Producers writing hard-to-place commercial in transportation, staffing or work comp
  • Agencies that want to self-quote small commercial and personal lines digitally
  • Newer agencies with no volume history — there are no premium minimums

Not the right fit

When to talk to us first

  • Agencies without an active resident P&C license
  • Direct-to-consumer or unlicensed lead sellers
  • Placements requiring admitted-only carriers in every class

Not sure where you land? Call 833-777-2453 before you apply.

Before you start

Have these five items ready

The application is handled through INVO's secure agency application form — nothing is stored on this website. You can gather documents and come back; the form does not require an account.

  1. 1

    Agency details

    Legal name, DBA, mailing address, website and FEIN.

  2. 2

    Principal contact

    Name, title, direct phone and email for the agency principal.

  3. 3

    Licensing

    Active resident P&C producer or agency license number and states.

  4. 4

    E&O certificate

    Current certificate — $1M minimum coverage recommended.

  5. 5

    Completed W-9

    Current IRS Form W-9 (Rev. March 2024), signed for the agency, for commission setup.

What happens next

From submitted to quoting

Our agency services team reviews submissions Mon–Fri, 8:00 AM–5:00 PM EST and typically responds within 1 business day.

  1. Application received

    Immediately

    You'll see a confirmation from the application form and receive an acknowledgement email from agency services.

  2. Compliance review

    Within 1 business day

    We verify licensing, E&O and W-9. If anything is missing we contact you directly — no portal chasing.

  3. Appointment issued

    Initial response within 1 business day

    You receive written confirmation that your agency is appointed across all six INVO divisions.

  4. Portal access & first quote

    Same day as approval

    Approved contacts receive Agent Portal credentials to quote digital markets and track submissions.

Your next step

While compliance reviews your application, search the marketplace so you already know which markets fit your book on day one.

Questions before you apply?

Talk to a person — our agency services team can walk you through appetite, licensing or the application itself.

Mon–Fri, 8:00 AM–5:00 PM EST

Built on modern operations

INVO partnered with Input 1 to implement a digital payments platform, making premium payments simpler and more secure for agents and policyholders. Read the announcement.