Getting Appointed

McGowan, Donnelly & Oberheu, LLC  does not hold our retail brokers to premium or account volume requirements, so whether you place 1 account or 100 accounts with us we are always grateful for your business. We do, however, require that retail brokers placing business with us carry at least $1,000,000 of Professional Liability.

In order to become a fully-enrolled broker with MDO, we require the following items:

  1. Broker Questionnaire
  2. Brokerage Agreement
  3. Updated W-9 Form
  4. Individual Producer Background Report
  5. P&C Licenses (Agency & Individual) for each state in which you do business;
  6. Declaration Page from your E&O Policy, evidencing at least $1 MM in coverage

We look forward to working with you!

Please contact our Compliance Administrator with any questions:

Kimmi Cantwell
Phone: 512.600.2280 x5304