Compare your options before you move any contracts
Changing FMOs can affect your carrier relationships, commissions, technology, training, and day-to-day support. Before making a move, make sure you understand what another organization can realistically provide.
Download this free checklist to evaluate your current FMO, compare other options, and identify the support your business needs most.
Use the checklist to evaluate:
- Carrier and product access
- Contracts, commissions, and release policies
- Contracting and case support
- Quoting, enrollment, and client-management technology
- Training and marketing resources
- Compliance guidance
- Communication and post-sale service
- Support for agency growth and succession planning
Each section includes questions to ask, potential warning signs, space for notes, and a simple rating system. A final comparison chart helps you evaluate your current FMO alongside two other options.
Make a more informed decision
Complete the form to download 12 Questions to Ask Before Changing Your FMO.