The Broker First

Agent & Agency Resources

Forms & Requests

Download, print, or complete the forms below. Submit via email to the address listed on each form. Questions? Contact us at info@thebrokerfirst.com.

Contracting · Confidential

Agent Information Form

Complete this form to begin your contracting process with The Broker First. All information is confidential. Submit your completed form to contracting@thebrokerfirst.com.

Notice: This form contains sensitive personal information. Submit only through approved secure methods — email to contracting@thebrokerfirst.com or as directed by your recruiter.

Your Success. Our Commitment.

Agent Carrier Release Request

Use this form to request a carrier release through The Broker First. Once submitted, send it to contracting@thebrokerfirst.com. Our team reviews all requests and will follow up within 2 business days.

Agent Carrier Release Request

Marketing, Financial & Staff Support

Event Support Request

Use this form to request support for your upcoming event — marketing flyers, social media promotion, brochures, banners, giveaways, staff, or financial sponsorship. Submit completed forms to info@thebrokerfirst.com.

Notice: Standard event support requires a minimum of 2 weeks notice. Financial support, sponsorships, or advertising funds require a minimum of 30 days notice. All requests are subject to approval.
Event Support Request

Need help with a form or have questions? info@thebrokerfirst.com  ·  281-664-5994

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