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SILA Agency-Carrier Subgroup (SACS) Meeting
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SILA Agency-Carrier Subgroup (SACS) Meeting

SILA Agency-Carrier Subgroup (SACS) 1st Quarter Meeting Agenda

When: Thursday, March 1, 2018
3:00 - 4:00 PM
Where: United States

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1st Quarter 2018 - SACS Subgroup Meeting

Date:                    Thursday, March 1, 2018

Time:                    3:00 -4:00 PM Eastern

Call Number:       303-248-0285; Code 3405506#  



1.      Welcome –Sandy Von Ruden, Paul Willis Co-Chairs


2.      2018 SACS Task Groups:

  •       Commissions - Teresa Padgett
  •       Background Investigation - Greg Kirsch
  •       Best Practices Handbook – Content Update
  • Agency-Carrier Preferred Workflow
  •  PDB vs License Copies
  • Just in Time Appointment Processing
  •  Agency Affiliations
  • Agency Branch Office Licensing

3.      Best Practices Handbook Update – Linda Brunette

4.      Producer Licensing Task Group Updates – Diana Ivey

      5.     Open Forum Discussion Topics (as time permits) – no minutes taken during this portion of the meeting

  • Termination Reasons:  Currently as an insurance carrier when we terminate a producer appointment (not contract) we notify the producer of the termination and within that notification we provide a reason. We are in the process of implementing a new Producer Manager system that does not have the capabilities of adding a "reason" onto their termination notices. My question is do you know if the states require the insurance carriers to provide a reason or just the notice is sufficient?

  • Carrier Appointments and PII - With the announcement of NIPR to no longer require SSNs for appointments (as of 12/15/2017), will this change carriers requiring it to appoint a producer? This has become a hot topic for us as more and more producers, and rightly so, do not want to give their number unless necessary. 

  • Payment Assignment Commission Payments -For Individuals that have their payment assignments to a Corporation - do you follow the same licensing guidelines for the Corporation as the individual? We had a situation in which the policy was written 20 days prior to the Corporation obtaining their license but the writing agent had his license.

  • Do you collect E&O when setting up a new agency? Do you require a new copy for your files when the agency renews the E&O? Or do you have the E&O requirements outlined in your agreement and leave it up to the agency to abide by the requirements mentioned in the agreement/contract.

Thank you to our 2018 Sponsors!