Appointing Entity Registration

Welcome to Appointing Entity Registration
Selecting an Appointing Entity Type

Agencies and Self Appointing Entities
Single Insurers
Insurer Groups

Understanding the Registration Form

Welcome to Appointing Entity Registration

As previously explained in this help, Appointing Entities must have a username and password to access eAppoint. An Appointing Entity can create a username and password by completing the registration process and activating their account. To begin the eAppoint registration process, click one of the "Register to become an Appointing Entity" hyperlinks on the eAppoint Homepage and the below screen will display listing the items you will need to complete the registration process. If you do not have an existing email account and need to find a email service provider, eAppoint also provides links to free web-based email services on this screen.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Next will display a new screen, shown below, for you to indicate what type of appointing entity you are.

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Selecting an Appointing Entity Type

The first step in the registration process is identifying the type of appointing entity you are. Once you select a type and click Next eAppoint will display the next step in the registration process for the type of appointing entity you have selected. If you enter identifying information that eAppoint recognizes as belonging to an entity already registered, eAppoint will display a message notifying you. eAppoint will not permit you to register again, instead you should contact the Bureau of Agent and Agency Services at the telephone number provided within the message displayed in eAppoint.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the next screen in the registration process.

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Agencies and Self Appointing Entities

An agency is a business location at which an individual, firm, partnership, corporation, association, or other entity (except an insurer or entity employee) engages in any activity or employs individuals to engage in any activity that by law may be performed only by a licensee. A self appointing entity is a licensee that holds a Type and Class of License that permits him or her to appoint him or herself.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the next screen in the registration process.

eAppoint requires agencies and self appointing entities to enter one of the following identifiers during the first step of registration: License Number, Florida Company Code, Social Security Number, or FEIN. If you are using eAppoint for an agency or as a self appointing entity and have not yet registered, eAppoint will permit you to continue the registration process if the identifying information you enter is found within the Department of Financial Services' records. eAppoint displays the screen below once it has identified a record for the information you entered. If you enter a Social Security Number not found in the Department of Financial Services records, eAppoint will display the following message, "The agency you searched for was not found. If you continue, a new agency will be created. Click Next to continue or Back to choose an existing agency."


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the next screen in the registration process.

Upon clicking Next to indicate that eAppoint has correctly identified you, you may be given a to select address preferences. You will only have this option if the agency eAppoint found has the proper addresses on file with the Bureau of Agent and Agency Licensing. To select an address for eAppoint to pre-populate as your invoicing address into your registration form, click within the circle beside the address you would like to select. If you would prefer not to have eAppoint pre-populate your registration form, click within the circle beside "Do not use an address". Your invoicing address is the address the Bureau of Agent and Agency Licensing will be mailing your Appointment Renewal Invoices. It is important that your invoicing address stay current, as the Bureau of Agent and Agency Licensing will assess a penalty fee for each appointment listed on the invoice which is not paid by the due date designated on the Renewal Invoice.

After you have indicated your address preference and clicked Next, eAppoint will display the below registration form (eAppoint also displays this screen if you entered a Social Security Number not found in the Department of Financial Services records). You must complete the fields marked with a red asterisk (*) to proceed with your registration. The remaining fields are optional. For information on each field on the registration form, click here.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Create Account will complete the first part of the registration process.

Upon completion of the registration process, eAppoint will send an email to the address you specified containing an activation code and web address for account activation. You will not be able to access your eAppoint account until the account is activated. A letter will also be sent to the Invoicing address you specified, also containing the activation code and web address for account activation. If you do not receive this information, please contact the Bureau of Agent and Agency Licensing.

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Single Insurers

A single insurer is a CORE entity eligible to be an appointing entity. Each insurer has a unique NAIC Company Code. If you indicate you are a Single Insurer, eAppoint will display the following screen for you to enter your NAIC Company Code. If you do not have or do not know your NAIC Company Code, you can click the "click here" hyperlink to search for the required information.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the next screen in the registration process.

Below is the screen eAppoint displays when you click the "click here" hyperlink to search for the required information. eAppoint provides the functionality to select a type of search. If you select to search "Anywhere", eAppoint will retrieve results that include the data you specify anywhere in the data. If you select to search "Starts With", eAppoint will retrieve all records that begin with the data you specify. If you select to search "Exact Match", eAppoint will only retrieve exact matches from the database. You can search for the required information by Company Name, NAIC Company Code, NAIC Group Code, FEIN, or Florida Company Code.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays your search results.

eAppoint displays your search results as shown in the image below. To select a company eAppoint has listed, click within the circle located in the first column and the corresponding row. If your search results do not include the company for which you were searching, click Back to return the criteria and begin another search. eAppoint will only permit you to continue the registration process once you have identified a CORE Company.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		After selecting an insurer from the displayed list, clicking Next displays the next screen in the registration process.

If you have entered an NAIC Company Code or if you have searched and selected a company that eAppoint recognizes and the company does not have an existing eAppoint account, eAppoint will display the below screen.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the registration form for your eAppoint account.

After clicking Next, eAppoint will display the below registration form. You must complete the fields marked with a red asterisk (*) to proceed with your registration. The remaining fields are optional. For information on each field on the registration form, click here.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Create Account will complete the first part of the registration process.

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Insurer Groups

An insurer group is a group of CORE entities eligible to file as a single appointing entity. Each group has a unique NAIC Group Code. If you indicate you are an Insurer Group, eAppoint will display the following screen for you to enter your NAIC Group Code. eAppoint will only permit you to continue the registration process once you have entered a valid NAIC Group Code or Florida Company Code.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the next screen in the registration process.

If you have entered a valid NAIC Group Code or Florida Company Code, eAppoint displays the screen shown below listing each of the insurers that are included in the group you have specified.


Clicking Cancel will return you to the eAppoint homepage.		Clicking Back returns you to the previous screen in the registration process.		Clicking Next displays the registration form for your eAppoint account.

After clicking Next, eAppoint will display a registration form. You must complete the fields marked with a red asterisk (*) to proceed with your registration. The remaining fields are optional. For information on each field on the registration form, click here.

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Understanding the Registration Form

Field Name	Field Category	Description
Appointing Entity Name	Appointing Entity Details	The name of the Appointing Entity.
Firm Name	Appointing Entity Details	The name of the Agency.
First Name	Contact Person	First name of the Contact Person.
Middle Initial	Contact Person	Middle initial of the Contact Person.
Last Name	Contact Person	Last name of the Contact Person.
E-Mail Address	Contact Person	Email address for the Contact Person. A valid address must be entered for verification.
Your Title	Contact Person	Position title of the Contact Person.
Your Department	Contact Person	Department name of the Contact Person.
Password	Contact Person	Password provided by the user.
Re-Type Password	Contact Person	Re-type the password in the previous field.
Phone	Contact Phone	Phone number of the registering entity.
Phone Extension	Contact Phone	Extension of the registering entity.
Fax Number	Contact Phone	Fax number of the registering entity.
Street	Invoicing Address	Street number and name of the invoicing address (where the Renewal Invoices should be mailed).
Optional Street	Invoicing Address	Optional second line of text for the street information of the invoicing address.
City	Invoicing Address	City of the invoicing address.
State	Invoicing Address	State of the invoicing address.
Zip/Postal Code	Invoicing Address	Zip or Postal code of the invoicing address.
Country	Invoicing Address	County of the invoicing address.
Street	Contact Address	The contact person's street address.
Optional Street	Contact Address	Optional second line of text for the street information of the contact person's address.
City	Contact Address	City of the contact person's address.
State	Contact Address	State of the contact person's address.
Zip/Postal Code	Contact Address	Zip or Postal code of the contact person's address.
Country	Contact Address	County of the contact person's address.