7 min readFeatured
Carrier appointment 101: how insurance carrier appointments actually work
What a carrier appointment is, why carriers require one before a producer can sell, what documents they ask for, and what typically slows the process down.
How insurance carriers appoint, review, and work with producers and brokerages, described in general terms without naming carriers.
Articles with this tag
- 6 min read
Why carrier compliance reviews exist, and how legitimate brokerages pass them
What triggers a carrier compliance review of a brokerage, what documentation reviewers request, and what separates a brokerage that passes cleanly.