May

HQ / Updates

• Handbooks and glossary updated across departments.

• Promotion requirement clarifications added in AO Handbook.

• CoreBridge commission schedules still being corrected due to payout discrepancies.

Important Notes

• Use Licensing master commission schedule to verify:

  • commission levels

  • carrier codes

  • writing numbers

• Chargebacks count toward promotion calculations.

• Promotion eligibility mainly based on net placed premium.

Licensed vs Unlicensed Agents

• Licensed agents get full HQ access + immediate contracting.

• Unlicensed agents stay on HQ Lite until license is issued.

NY Contracting

• NY agents encouraged to get another state license for better carrier access.

• Assurity NY cases currently under review by HQ.

Licensing Check

• System checks every 24 hours for newly licensed agents.