Valuable Forms & Tools

The Alliance has assembled a set of the best templates to make your life easier.

  1. FAIR Plan Dwelling Fire Policy Disclosure
  2. Legal Memo: The Commission Salesperson
  3. Confidentiality/Non-Solicit Agreement
  4. Standard Broker Fee Disclosure
  5. Legal Memo: Commissioned Employees
  6. Broker Agreement
  7. Employment Law Workshop
  8. Commercial Broker Agreement
  9. CA HO Estimation Estimation Legal Memo
  10. Cancel Check Guarantee Form
  11. CA HO Estimation Estimation Regulations
  12. Privacy Disclosure Notice
  13. Auto Liability Coverage Only
  14. Promise-To-Provide Agreement
  15. Disclosure Form
  16. Disclosure of Broker Status
  17. Deferred Down Payment Agreement
  18. Legal Memo: Insurance Regulatory Issues
  19. MVR Compliance Manual — The MVR Compliance Manual will help you comply with the rules for obtaining and maintaining motor vehicle records. The guide will assist your agency establish and maintain daily logs and source documents that track the receipt, use, and dissemination of DMV information.
  20. Regulatory Compliance Manual — The Regulatory Compliance Manual will help you comply with industry related regulations, such as the Gramm-Leach-Bliley Act. Written in conjunction with the law offices of Marone, Robinson, Frederick, and Foster, this manual will guide you on how to implement a step-by -step privacy compliance solution for your agency or brokerage.

 

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