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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.

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