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 producers contract with a brokerage and with carriers: the documents, the sequence, and what to check before signing.
Articles with this tag
- 6 min readFeatured
How to evaluate a brokerage before you contract
What carrier reviewers check about a brokerage: licensing status, what a transparent commission schedule looks like, and which compliance records to ask about.
- 5 min read
Captive vs independent: the real tradeoffs for a producer's first move
Captive and independent models compared for a new producer: what defines each, how compensation structures typically differ, and which gives more carrier access.
- 6 min read
Life insurance contracting checklist: licensing, NIPR, background, and E&O
Step list for life insurance contracting: which licenses come first, how NIPR fits in, what the background check covers, and when E&O coverage is required.