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On the Move? Things to Know Before you go!




Christy Gass
Licensing & Contracting
Specialist

Moving can be exciting, but also requires a lot of attention to details. While you are unpacking and trying to get things setup in your new space, you should remember to notify 2 entities.

First, you will need to notify your change of address, whether business or residential, with every state where you are licensed. This must be completed within 30 days of your move to avoid fines.

You will also need to let First Heartland know too. While we don’t contact the states to update your address, we can help alert all your appointment carriers so you don’t have to worry about your communications, commission information, or policy information being sent to the wrong address.

When you let First Heartland know that your address, e-mail address, and/or phone number have changed, we will do a couple things. First we will update our systems to make sure that we start using your new information right away. Then, we will alert the carriers on your behalf to update their files as well.

You can e-mail or fax your changed information to the Licensing Team and we will handle the rest. We need to have the change in writing directly from you, the agent.

As always, please contact Licensing with any questions or address changes and we will be happy to help make your move less hectic.

Christy Gass | Licensing & Contracting Specialist   636.695.2819   cgass@FIRSTHEARTLAND.COM
 

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