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For agent and broker information only. Not for use with clients or the public. Underwriting Guidelines 2022 Offered by Zurich American Life Insurance Company of New York and Zurich American Life Insurance

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How to fill out agent broker and program

01

Determine the type of insurance program you want to offer

02

Research and select an insurance carrier to work with

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Set up a business entity or register as a sole proprietor

06

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Begin marketing and selling insurance products to clients

Who needs agent broker and program?

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Individuals interested in selling insurance products

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What is agent broker and program?

Agent broker and program is a system used for reporting information on agents, brokers, and programs.

Who is required to file agent broker and program?

Insurance companies and other entities who have agents, brokers, or programs under their authority are required to file agent broker and program.

How to fill out agent broker and program?

Agent broker and program can be filled out online through the designated platform provided by the regulating authorities.

What is the purpose of agent broker and program?

The purpose of agent broker and program is to ensure transparency and compliance within the insurance industry by reporting relevant information on agents, brokers, and programs.

What information must be reported on agent broker and program?

Information such as agent or broker name, license number, program details, and any related documents must be reported on agent broker and program.

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