Valuable Forms & Tools

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

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