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Broker Appointment

Roosevelt Road Specialty works with appointed agents within each of its MGA platforms.

We look for (1) industry expertise, (2) commitment to improving clients’ risk, and (3) a specific level of business placements.  In return, we will assist you in preventing loss and maximizing your clients’ insurability and success.

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Get Appointed with Roosevelt Road

Broker Appointment Form

To get started in our approval process, please complete our form below, or email
appointment@rooseveltroadspecialty.com.

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Our MGA Platforms:

Tradesman Program Managers
CareAgents Senior Living Insurance
Renaissance Specialty Program Managers
RISE Habitational

Once you have been tentatively approved, we will require:

  • Signed National Agency/Broker Agreement
  • Copy of Agency’s State License for All Locations of Referenced Accounts
  • Copy of Agency’s Current Errors & Omissions Declarations page
  • Copy of Agency’s W-9 Form