Hello,
I been a wholesaler with life insurance for past 12 years. Now I am making the transition to a P&C agent. I'm contacted and verbally set up an agreement with a established P&C agent, where I have drafted the below agreement.
Basically I want access to P&C contracts, with support from the agency so I can focus on selling. When I build enough business to get contracted directly I want the option of moving my clients to my agency as broker of record with no hassle.
Am I missing anything?
Broker Referral AGREEMENT
This Broker Referral Agreement ("Agreement") on Octobe
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I been a wholesaler with life insurance for past 12 years. Now I am making the transition to a P&C agent. I'm contacted and verbally set up an agreement with a established P&C agent, where I have drafted the below agreement.
Basically I want access to P&C contracts, with support from the agency so I can focus on selling. When I build enough business to get contracted directly I want the option of moving my clients to my agency as broker of record with no hassle.
Am I missing anything?
Broker Referral AGREEMENT
This Broker Referral Agreement ("Agreement") on Octobe
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