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SILA Agency-Carrier Subgroup (SACS) Meeting
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SACS Subgroup 4th Quarter Meeting Agenda

When: Thursday, November 16, 2017
2:00 PM
Where: United States
Contact: 303-248-0285; Code 3405506#

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4th Quarter 2017 - SACS Subgroup Meeting

:                    Thursday, November 16, 2017

Time:                    2:00 -3:00 PM Eastern

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


1.      Welcome –Paul Willis, SACS Co-Chair

2.      SACS Task Group Updates:

·        Commissions - Teresa Padgett

·        Background Investigation - Greg Kirsch

·        Appointment Termination Task Group - Rebecca Fields-Arden

·        Directors & Officers Task Group – Nikki Brown / Julie Ashton

3.      2018 Task Group Plans (Paul Willis)

a.      Appointment Termination Scenarios & Approaches

b.      Best Practices Handbook content review / refresh

c.      Agency-Carrier Contact Resource

4.      Best Practices Handbook Update (Linda Brunette)

5.      NAIC Uniform Application Feedback (Diana Ivey)

6.      SILA Announcements (Diana Capes)

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

·       Looking for information on licensing records retention for a carrier. Has anyone completed a Records Retention Project in their company? We are interested to know the parameters you have used and where the information was found.

·       My company has begun to receive requests from producers to have commissions deposited to a prepaid debit card in lieu of a checking or savings account. Has anyone received similar requests and do you permit commissions to be deposited to a prepaid debit card? If so, has your experience been favorable or have you experienced issued in paying commissions this way? If issues, what type of issues have you experienced?

Thank you to our 2018 Sponsors!