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Understanding Broker/Agent of Record Letters

Understanding Broker/Agent of Record Letters

Highlights

  • Delivered Online

  • All levels

Description

As an insurance professional, it is important to understand what a Broker of Record form is.

During this class, the student will investigate the following:

  • Best Practices for a Broker of Record Form

  • Advanced Notice

  • Rescinding/Waiting Period

  • Applications

  • Loss Runs

  • Midterm Broker of Records

  • Personal Lines Broker of Record Process

  • Commercial Lines Broker of Record Process

  • Excess and Surplus Lines Broker of Record

  • Example of an ACORD Broker of Record Form

Frequently Asked Questions

  • What is the Refund Policy?

    Thank you for your trust in Insurance Centers of America, Inc. Education. Our goal is to provide you with a quality learning experience enabling you to enhance your insurance carrier. If you are not entirely satisfied with your experience, you may request a refund per the following terms:

    All Classes except Pre-Licensing

    Refunds will be provided up to 30 days before the start of the enrolled course. Within 30 days before your class start date, you can contact us to reschedule the class on a different date at no additional charge. Once a class has started, there are no refunds. You may reschedule your course at a 50% discount rate on your original purchase.

    Pre-Licensing Instructor Led

    Our goal is to have you successfully complete your state license exam on your first attempt by utilizing the materials provided and actively participating in the instructor-led classes. Should a student not pass the state exam, we will provide the two (2) days of exam preparation at no additional charge if taken with 60 days of your initial exam attempt.

    Self-Study Pre-licensing & Web CE

    Please refer to the WebCE.com

    Texts Books/Workbooks

    There are NO REFUNDS on textbooks or workbooks once these materials have been received by the student.

    How to Request a Refund

    All refund requests must be made through the link in the My Account on the ICA Insurance Education website. No telephone or verbal requests will be accepted.

      All refund requests must include the following:
    • 1. Purchaser Name
    • 2. Student Name (if different than purchaser)
    • 3. Order Number
    • 4. Class you want refunded
    • 5. Reason for refund request

    Access to Class Materials

    Students will have access to the class and materials for 60 days after date of enrollment.

course Content

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