Insurance Agent FAQs

Agent - ISCS

The appointment process

A: You can start our appointment process by contacting one of our marketing representatives to see if we are currently accepting appointments in your area. After you speak to a marketing representative, you will need to complete our new agent appointment form. We will contact you within a week to explain the appointment process and request additional information. It usually takes three weeks to complete the entire appointment process.

A: All insurance agents are required to hold licenses for P&C lines in their state and must have errors & omissions insurance with $1 million in per claim coverage, and $1.5 million in aggregate coverage. All agents must successfully pass a Pre-Employment Evaluation Report, however requirements may vary by state.

A: To process the change in ownership of your insurance agency, we will need signed documentation indicating the seller and purchaser's full legal name, as well as the effective date of sale. You can submit this directly to our licensing department at .

A: You can find your marketing representative here, or by sending us an email at .



My insurance policies

A: We write a wide range of property and casualty insurance coverage across different states. You can learn about the types of coverages we specialize in on our customer website. If you have specific questions, you can contact your marketing representative.

A: We can send you a list of your insurance policies by email. You can request that information by completing our or by sending us an email at .

We will send a summary of your written insurance premium, new business and loss experience to your email on a monthly basis. You can request this information from us at any time by completing our or by sending us an email at .

A: An underwriter will be able to help you determine if a property fits within our underwriting guidelines. You can get in touch with your underwriter here, or by giving us a call at (800) 749-6419.



Updating my information

A: You will need to submit a new agent appointment form so we can process a name change for your insurance agency. All name changes require you to sign a new contract with us.

A: You can update your contact information by sending an email to our licensing department at or by calling us at (800) 749-6419. Any address change must be submitted in writing or by email.

A: Once we receive documents from you, our licensing department will send a confirmation to the email address we have on file. If you don't see an email from us, you can contact our licensing department at .



Forms and Underwriting Guidelines

A: All of our forms and underwriting guidelines were moved to this website. You can find those by clicking here.

A: You can find all of our forms by clicking here. This page has all of our underwriting guidelines, policy documents, ACH authorization forms, and direct deposit forms.



Commissions

A: You can view your commission for the previous month beginning three business days after the close of the calendar month. You can find your commission summary by logging into your account and clicking on the "Task" tab at the top of the page. Your commission summary is only viewable once. You must save the summary for your records if you want to retain it.

A: If you are set up on direct deposit, commissions for the prior month are paid three business days after the close of the month. If you receive your commissions by check, please give us 10 business days after the close of the month to issue your payment.

A: Commission for a policy is credited to the month that the policy was issued. If you submitted an application to us but the policy wasn't issued in the same month, your commission will show up on next month's payment. If you have any questions about your commission you can contact our accounting department at (800) 749-6419.



Agent - PACS

The appointment process

A: You can start our appointment process by contacting one of our marketing representative to see if we are currently accepting appointments in your area. After you speak to a marketing representative, you will need to complete our new agent appointment form. We will contact you within a week to explain the appointment process and request additional information. It usually takes three weeks to complete the entire appointment process.

A: All insurance agents are required to hold licenses for P&C lines in their state and must have errors & omissions insurance with $1 million in per claim coverage, and $1.5 million in aggregate coverage. All agents must successfully pass a Pre-Employment Evaluation Report, however requirements may vary by state.

A: To process the change in ownership of your insurance agency, we will need signed documentation indicating the seller and purchaser's full legal name, as well as the effective date of sale. You can submit this directly to our licensing department at .



My insurance policies

A: We write a wide range of property and casualty insurance coverage across different states. You can learn about the types of coverages we specialize in on our customer website. If you have specific questions, you can contact your marketing representative.

A: You can view a list of your policies by logging into your account and clicking on the "Agent Reports". You will be prompted to select a report option. Select the “Daily Policy Activity List” or “Policy Renewal List” options from the drop down menu and enter your agent number and date ranges you want to run the report.

A: An underwriter will be able to help you determine if a property fits within our underwriting guidelines. You can get in touch with your underwriter here, or by giving us a call at (800) 749-6419.



Updating my information

A: You will need to submit a new agent appointment form so we can process a name change for your insurance agency. All name changes require you to sign a new contract with us.

A: You can update your contact information by sending an email to our licensing department at or by calling us at (800) 749-6419. Any address change must be submitted in writing or by email.

A: Once we receive documents from you, our licensing department will send a confirmation to the email address we have on file. If you don't see an email from us, you can contact our licensing department at .



Forms and Underwriting Guidelines

A: You can find all of our underwriting guidelines by logging into your account and selecting the “Form Search” tab. You can search for forms by state, product or type.



Commissions

A: You can view your commission for the previous month beginning three business days after the close of the calendar month. You can find your commission summary by logging into your account and clicking on the "Agent Reports". Then follow these steps:

  • You will be prompted to select a report option.
  • Select the “Commission Inquiry” option from the drop-down menu, and enter your agent number and date ranges you want to run the report.
  • You can send the report by entering your email and selecting the “Download Commission Transactions” option.

A: If you are set up on direct deposit, commissions for the prior month are paid three business days after the close of the month. If you receive your commissions by check, please give us 10 business days after the close of the month to issue your payment.

A: Commission for a policy is credited to the month that the policy was issued. If you submitted an application to us but the policy wasn't issued in the same month, your commission will show up on next month's payment. If you have any questions about your commission you can contact our accounting department at (800) 749-6419.