Welcome Swett & Crawford/CRC Swett Agents!

CRC Swett

The merger of CRC Group and Swett & Crawford brings together two of the strongest names in the industry to create the country’s premier wholesale insurance broker. Together, the combined firm will place more than $7 Billion in premium annually and operate 81 offices nationwide. We are pleased to be able to offer you an even broader range of property, casualty, and professional liability products through open market, MGA and MGU facilities, and exclusive programs.

In the coming months, we will be working to merge our systems and operations together. We are pleased that you will be making this transition with us. In order to ensure that your agency is properly appointed in the system and you experience no disruptions or delays, we ask that you provide us with the following updated information:

  1. Signed Brokerage Agreement - All requested information should be completed on the document, including the name of the agency on page 1. Signatures for BOTH the authorized officer AND the witness are required. Please ensure the agreement is dated. All four pages of the agreement must be returned in one transmission.

  2. Completed Producer Profile - the name listed on the profile must match the agreement. If the agency is a sole proprietorship, the legal name needs to be listed on the Producer Profile.

  3. Current copy of E&O showing limits of at least 1 million aggregate. If the agency is a corporation, the E&O needs to show that the corporation is covered under the policy.

  4. Current copy agency/ agent license for the state of residence. If the agency is located in Tennessee, a surplus lines license is required. For Florida agents, both the agent and agency license must be submitted.

  5. Current W-9 form - Please complete, sign and date. Make sure to include legal name and dba, if any. The first line of the form cannot be left blank.

Once we receive all of the required documents, your agency will be established in our system and you should not experience any disruptions during the transition. You will still be able to work with the same brokers and underwriters that you have built a relationship with at Swett & Crawford. Your process will remain the same. For more information on CRC’s products and programs, visit CRC's website or click on the New Agent Information Packet in quick links section below.

Please return all information via one of the following methods:

Email: SwettAgency@crcins.com
Fax: 800.351.7141
Mail: CRC / Agency Appointments
1 Metroplex Drive, Suite 400
Birmingham, AL 35209
Agency Appointment Documents
  • Brokerage Agreement
  • Producer Profile
  • Form W-9