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BUY E&O
01
STEP
PURCHASE ERRORS & OMMISSIONS LIABILITY INSURANCE
*Mandatory to work with insurance companies
Follow the directions below:
1. Sign up and Login to PFA Community at
2. Refer to left navigation bar under Business Toolkit, click on
Tools and Resources
3. Refer to top navigation bar > click on E&O drop down >
click Buy E&O
Note: To obtain copy of E&O or to look up most updated version:
> Go to www.pfaonline.com
> Login with your email and password
> Reports
> Uploads
02
STEP
GET APPOINTED WITH OUR CARRIERS (FREE)
*Mandatory to complete the process of becoming a Licensed Trained Field Recruit
1. Login to PFA Community with Password at
2. Go to left navigation and find Licensing & Contracting.
3. Click on Get Appointed
Note: Getting appointed may take up to 14 business days and varies by carrier. We recommend contacting the carrier weekly to check your appointment status. You should receive an email once your appointment is confirmed.
GET APPOINTED
NAVIGATION
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