Valuable Forms & Tools

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

  1. New Employment Laws for 2018
  2. Employer Producer Agreement
  3. Account Profitability
  4. Income Statement Comparison
  5. Lifetime Value Retention
  6. Producer Goal Setting
  7. Writing One Account
  8. FAIR Plan Dwelling Fire Policy Disclosure
  9. Legal Memo: The Commission Salesperson
  10. Confidentiality/Non-Solicit Agreement
  11. Standard Broker Fee Disclosure
  12. Legal Memo: Commissioned Employees
  13. Broker Agreement
  14. Employment Law Workshop
  15. Commercial Broker Agreement
  16. CA HO Estimation Estimation Legal Memo
  17. Cancel Check Guarantee Form
  18. CA HO Estimation Estimation Regulations
  19. Privacy Disclosure Notice
  20. Auto Liability Coverage Only
  21. Promise-To-Provide Agreement
  22. Disclosure Form
  23. Disclosure of Broker Status
  24. Deferred Down Payment Agreement
  25. Legal Memo: Insurance Regulatory Issues
  26. 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.
  27. 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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