Join SILA | Print Page | Sign In
SILA Agency Carrier Subgroup
Tell a Friend About This EventTell a Friend Events in Series
SILA Agency Carrier Subgroup

11/14/2019
When: Thursday, November 14, 2019
2:00 PM
Where: United States

« Go to Upcoming Event List  

SACS Subgroup Meeting - 4th Quarter 2019

Date:                    Thursday, November 14, 2019

Time:                    2:00 -3:00 PM Eastern

AGENDA TOPICS

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

2.  SACS Task Group Updates:

  • Background Investigation-Greg Kirsch 
  • Commissions - Teresa Padgett
  • PDB vs. License Copies Best Practices Chapter Review - Linda Brunette
  • Appointment Task Group - Paul Willis
  • TPA Task Group - Tish Sullins / Madeline Patton

3. Best Practices Handbook Updates – Linda Brunette

4. Open Forum Discussion Topics

  • OK Regulatory Update 1435.15 (B)

Are other carriers and firms interpreting the update from Oklahoma as "pre-appoint"?

B. To appoint a producer as its agent, the appointing insurer, or an authorized representative of the insurer, shall file, in a format approved by the Insurance Commissioner, a notice of appointment within fifteen (15) days from the date the contract is executed".  

Note:  Courtney Khodabakhsh, Oklahoma’s Licensing Division Manager, will review requirement with attendees.

  • Agent Production

Does anyone keep statistics they are willing to share with respect to the percentage of agents appointed with your company that produce business?

 

  • Producer licensing - permitted unlicensed activities

Is anyone willing to share, or perhaps point me to where this might already exist, permitted tasks for unlicensed CSRs?

 

  • Producer License

Does anyone know which states require a producer license to have a general discussion about insurance? Florida and Michigan come to mind, but I know there are a few more.

 

Register for the entire series of SILA Agency Carrier Subgroup meetings for 2019.

Link to registration is here: https://zoom.us/meeting/register/2ac5cf3dee1a55f17510d14dfea9e911