Ethos Appointment Transfer

Agency Name*

Principal Name*

First Name

Last Name

Principal Email*

Agreement

APPOINTMENT TRANSFER REQUEST

To whom it may concern,

On behalf of [agency_name], I am requesting my appointment with Ethos be transferred to Agency Hero, effective date [date].
I understand my compensation plan with Agency Hero and agree to it.
Please also move all of my current policies written under [agency_name] to Agency Hero upon renewal

By: [signature]
Name: [principal_name]
Agency: [agency_name]
Date: [signature_date]

We, Agency Hero, agree to [agency_name]'s request to move their appointment with Ethos to Agency Hero effective date [date]. We agree to moving their current book of business with them to Agency Hero.

By: 
Name: Luis Pino
Agency: Agency Hero
Date: [signature_date]

Date/Time*

Signature*

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