The hosts explain insurance contracting and release processes, including how carrier selection and onboarding work through an FMO. They discuss differences across Medicare, ACA, and life insurance, along with individual versus entity contracting considerations. The conversation highlights the resources agencies invest in agents and encourages producers to understand release policies, relationships, and business responsibilities before changing affiliations.
In this episode
- Carrier contracting
- FMO onboarding
- Release policies
- Product-line differences
- Individual and entity contracts
Show notes
In this episode we talk to Amy Koncar, our Head of Contracting and Agent onboarding. She talks about what specifically happens when an agent "contracts or onboards" with an FMO or carrier. She talks the work involved and why some FMOs or carriers don't give releases.