Model Docs

  • HIPAA(in Word format) – Please note: this documents also needs customization before distribution to include the name of your agency. We’d recommend keeping AIN listed so that you can send files to the AIN Underwriting Team and still remain HIPAA compliant. Please have your agency’s legal counsel review the document before use. This document should not be construed as legal advice.
  • Independent Producer Agreement (in Word format) – We highly recommend using this draft document, or a document like it, to create a contractual relationship between you and your agents in addition to the contractual arrangement you create between your agent and the insurance company. Many offices include this document when appointing a new agent (i.e. included with the carriers paperwork as compulsory). Please have your agency’s legal counsel review the document before use. This document should not be construed as legal advice.
  • Informal Inquiry – If you need assistance adding your company’s logo on this document please contact Jeff Reed.