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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Contracts and agreements
Sample brokerage agreement
PIANJ’s legal staff has drafted a sample brokerage agreement which outlines the broker’s authorities, licensing, payment of premiums, termination, hold harmless, and more. 4 pages
New Jersey producer contracts
An in-depth look at producer contracts and proper considerations for entering these types of agreements, along with sample wording for such contracts. 19 pages
PIA research series: Agency agreements
A PIA National report covering agency agreements and their important aspects, including ownership of business, commissions, termination, and contingency agreements. 36 pages
Brokerage contracts—a checklist
A checklist of items that brokers should be aware of and, at a minimum, should be included in your brokerage contracts. 1 page
Reviewing agency agreements—PIA offers producers a few tips
Offers tips on what things producers should look for when reviewing company-agency agreements, such as agent’s authority, indemnification, compensation, termination, and warranties. 3 pages
Separation agreements
Offers tips on things that should be considered when developing a separation agreement, including sample verbiage. 3 pages
Agency-insurer agreements: Information issues for agency principals
Overviews important contract aspects that insurance producers should be aware of when “accepting” online agency-insurer agreements. 3 pages
Understanding the restrictions of a noncompete
This illustration of restrictive employment covenants helps to clarify what a noncompete agreement must contain for it to be upheld by the courts. 3 pages
Who really owns the book of business?
A comprehensive review of agency-company agreements with a focus on ownership rights. 2 pages
It’s more than who owns the book of business
The issue of who owns a book of business goes beyond carrier-agency relationships. This resource kit discusses different types of relationships and how to protect your ownership of a book of business. 2 pages
Is your agency making expensive promises?
This resource kit provides insight into statements intended as enthusiastic declarations of dedication to help secure coverage, which could put an agency on the hook for more than anticipated. 3 pages
What is a restrictive covenant and why do I care?
Understanding what restrictive covenants are and the limitations that exist for both employers and employees will help you pick the agreement that is a good fit for everyone. 3 pages
Be alert: Red flags in agency agreements
This resource kit discusses a few clauses popping up in agency agreements. 3 pages
Understanding noncarrier contracts: What to know
This resource kit gives an overview of what to look out for in noncarrier agreements. 2 pages