Contracting & Licensing

  • Before new business is submitted confirm with Jo that you have an active appointment with the carrier.
  • Depending on the product an agent may need additional training before a new business application is submitted to the carrier.
  • In some cases training is required before an agent is allowed to solicit new business.
  • Continuing Education requirements need to be completed before state license(s) renewed.
  • The state of CA gives agent’s twelve weeks to renew their license, take advantage of the time and renew immediately. If your license has expired the carriers will not issue your policy.
  • EFT is the fastest way to receive your commissions.

For any contracting and licensing questions, please contact Jo Zapatka at