Contracting is a single word, but it covers a broad scope of responsibilities. To an advisor, it may seem like a lot of hoops to jump through, but our team focuses on making these necessary steps as easy as possible for everyone.
To begin, we validate that the agent has an active appointment with the state in which they are writing business, and that they have the necessary the line(s) of authority on their license for what’s being written. Then, we process the carrier-specific contracting documents and ensure all required courses have been completed for continuing education and product training.
Finally, we setup the appropriate commission schedule and contract hierarchy with the carrier to ensure the agent is paid correctly on the business being submit through Ash Brokerage.
Our dedicated contracting team works hard to understand and maintain the most-up-to date information related to carrier and state requirements – we’re happy to help you navigate through the process. Our advisors can also access our custom database, which lists specific carrier and state requirements and provides links to carrier training portals. It’s a valuable tool we provide at no cost to advisors.
The Bottom Line: Contracting doesn’t have to be complicated. Let our team help you through this process so you can get on your way to getting your case in force.
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