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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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What is agent/broker product & process?
Agent/broker product & process refers to the procedures and documentation related to the sale and distribution of insurance products by agents and brokers.
Who is required to file agent/broker product & process?
Agents and brokers who are involved in the sale and distribution of insurance products are required to file agent/broker product & process.
How to fill out 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.
What is the purpose of agent/broker product & process?
The purpose of agent/broker product & process is to ensure transparency and compliance in the sale and distribution of insurance products.
What information must be reported on agent/broker product & process?
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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