Page 75 - Sales and Operations Handbook for Managers.pdf

Charge agency fee if it is an: endorsement transaction or

reinstatement transaction.
After the Sales agent collects the funds, the agent must

apply the funds to the carriers website immediately and

process it on Insurance Pro. Notify the customer of their

next monthly payment due date. Any time an agency fee is

charged for any amount the agent must disclose the fee

amount and have the customer sign an agency fee
agreement, which is uploaded in the client file on

Insurance Pro.