Valuable Forms & Tools
The Alliance has assembled a set of the best templates to make your life easier.
- Account Profitability
- Income Statement Comparison
- Lifetime Value Retention
- Producer Goal Setting
- Writing One Account
- FAIR Plan Dwelling Fire Policy Disclosure
- Legal Memo: The Commission Salesperson
- Confidentiality/Non-Solicit Agreement
- Standard Broker Fee Disclosure
- Legal Memo: Commissioned Employees
- Broker Agreement
- Employment Law Workshop
- Commercial Broker Agreement
- CA HO Estimation Estimation Legal Memo
- Cancel Check Guarantee Form
- CA HO Estimation Estimation Regulations
- Privacy Disclosure Notice
- Auto Liability Coverage Only
- Promise-To-Provide Agreement
- Disclosure Form
- Disclosure of Broker Status
- Deferred Down Payment Agreement
- Legal Memo: Insurance Regulatory Issues
- 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 to establish and maintain daily logs and source documents that track the receipt, use, and dissemination of DMV information.
- 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.
Members Only Content
This page contains Member Information that is only available to American Agents Alliance Members. Please log in to access important content.