Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge. Today, Kristy Roberts, Licensing & Compliance Manager for Insurance Licensing Services of America, Inc. (ILSA), shares her dos and don’ts for Carrier Contracts and Appointments. Her secret for success: When you need to get appointed varies from state to state. Fortunately, your carrier can let you know which states allow just-in-time appointments.
And if you only learn one thing from this podcast, let it be this: Don’t wait until the last minute to establish your relationship with an insurance carrier.