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1 Pageant/Broker Product & Process CourseUpdated August 5, 20172018 Annual Certification 2017 CVS Health and/or one of its affiliates. Confidential & Proprietary. FOR AGENT USE ONLY.2 PageWelcome
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Agent/broker product & process refers to the procedures and documentation related to the sale and distribution of insurance products by agents and brokers.
Agents and brokers who are involved in the sale and distribution of insurance products are required to file agent/broker product & process.
Agents and brokers can fill out the agent/broker product & process by providing detailed information about the insurance products they are selling and the processes they follow.
The purpose of agent/broker product & process is to ensure transparency and compliance in the sale and distribution of insurance products.
Information such as the types of insurance products sold, sales processes, marketing strategies, and any potential conflicts of interest must be reported on agent/broker product & process.
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