Integrate Now to BenefitMall

We’ll be happy to discuss your insurance brokerage needs

As we move our commission information over to BenefitMall’s system, we want to be sure that you will continue to get your commission checks without any issues. In order to fully migrate your agency into BenefitMall’s Commission System we need your help completing some credentialing information. Everything needed is listed on FILCO’s website but we have it listed below as well. Once everything is fully completed please send securely to Robyn Keefe at Robyn.

  1. Completed Agent/Agency Data Form
  2. Direct Deposit (this is mandatory for any compensation paid through BenefitMall)
  3. Completed W9
  4. Copy of Active State Health & Life licenses for the states which you will be soliciting business in
  5. Copy of E&O Insurance Certificate 1 million dollar minimum is required

Please reach out to your FILCO GA rep if you have any questions or need assistance. We appreciate you taking the time to complete and upload these documents and are looking forward to enhancing the services and benefits we can now provide to you under the BenefitMall platform.

Your FILCO Team

Get in touch

Contact the FILCO team for more information about our services and insurance plans.

Contact Info

Fiduciary Intermediary, Ltd.

Downstate New York

  • 370 Lexington Ave, Suite 703
    New York, NY 10017
  • Phone: 212-972-1970

New Jersey

  • 65 Mechanic Street, Suite 106
    Red Bank, NJ 07701
  • Phone: 973-548-2830