Our first step is to get to know each other
It's important for us to understand your business model, the type of business you conduct and where, to ensure that we can accommodate it. We ask that you complete our Recruit Questionnaire. By obtaining this information we can decide, together, if we're the right fit for you.
Licensing & Registration Forms
Congratulations on your decision to join the CCS family of brokers. Your next step is to complete all required paperwork to transfer or register your licenses with CCS and receive regulatory and state approval.
CCS Licensing & Transition Guide
Your Road Map to a smooth transition to CCS. Download the guide.
Information Available to Download:
- Registration Fee Calculation Sheet
- Compensation Agreement
- Direct Deposit Form
- Ind. Contractor Agreement
- Outside Activity Disclosure Form
- Rep Declaration
- Other Information (E&O, CE, etc)
- E&O Coverage Fact Sheet
- @ccsreps Email Account Set Up
- SmartStation User Request
- SmartStation Branch Control Attestation Form
- Variable Insurance Appointment
- IA Rep Agreement (if applicable)
- CCS New Account Form
- Change of Dealer Authorization
- ACAT Form