How it works

Four steps from application to quoting

The application takes most agencies about 10 minutes. It's handled through INVO's secure agency application form — nothing is stored on this website.

1. Submit the agency application

Complete INVO's secure agency application below. You'll need agency details, principal information, licensing and E&O coverage.

2. Compliance review

Our agency services team verifies licensing, E&O and W-9 details. If anything is missing, we reach out directly — no portal chasing.

3. Appointment issued

Most complete applications are reviewed within one business day. You'll receive your appointment confirmation by email.

4. Agent Portal access

Approved agency contacts may receive credentials for INVO's Agent Portal to quote digital markets and track submissions.

What to have ready

  • Active resident P&C producer or agency license
  • Current E&O certificate ($1M minimum recommended)
  • Completed W-9 for the agency
  • Agency principal contact information

Built on modern operations

INVO recently partnered with Input 1 to implement a digital payments platform, making premium payments simpler and more secure for agents and policyholders. Read the announcement.

Agency application

Start your INVO appointment

Your responses go directly to INVO's agency services team. Prefer a full-screen view? Open the application in a new tab.

Trouble loading the form? Open the application in a new tab

What happens next

After you submit

You'll see a confirmation from the application form immediately. Our agency services team reviews submissions Mon–Fri, 8:00–5:30 ET and typically responds within one business day.

  • Confirmation email. We acknowledge receipt and flag anything still needed for compliance.
  • Agent Portal access. Approved agency contacts may receive credentials for INVO's Agent Portal to quote digital markets, upload submissions and track status.
  • Start quoting. Use the marketplace to find a digital market or route the account to the right INVO division.

Questions before you apply?

Talk to a person — our agency services team can walk you through appetite, licensing or the application itself.

Mon–Fri, 8:00–5:30 ET