PLATFORM FEE, E&O INSURANCE

Q&A about New E&O Service

1. Set Up Recurring Payment of Platform Fee

Platform fee is $25/month for Associate level.

➡️ log into mywfg.com

• Go to Menu > Administration > Payment Central

• Go to Platform fee section and click "Authorize and add to cart"

• Go to Shopping Cart, click "Pay Now" (initial payment is $1)

Auto deduction of $25 a month will start from the 3rd month

2. Purchase E&O Insurance

Starting from 8/1/2020, all licensed associates need to sign up for Marsh E&O protection policy. It is $130/quarter or $520/year for Associate level.

➡️ Go to Marsh website https://affinity.marsh.com/wfg-tfa/home.html

• Select "Enroll Now"

• Enter your agent ID and email address (the one you used for mywfg.com)

• Make sure your information is correct, click "Continue"

• Review the amount of payment and coverage

• Choose payment option: quarter/monthly

• Check out using credit card

• On "Congratulations" message, download "Certificate of Insurance"

Save the certificate as business expense proof, and make it ready when required by providers

How to obtain E&O Certificate