Search found 4 matches

by NewBrkerCA
Wed Jan 19, 2011 4:04 pm
Forum: Hard-to-Place Accounts
Topic: Incentives for Clients
Replies: 2
Views: 4606

Incentives for Clients

I am wondering under the Insurance Code if it is acceptable/legal to offer incentives for new business/clientele? I am focusing on Commercial P&C lines with niche industries (Marine/Aviation/Construction).

Is offering some sort of gift/tickets acceptable when trying to obtain new clients?
by NewBrkerCA
Wed Jan 27, 2010 12:53 pm
Forum: Opinions
Topic: New Broker; Business out of State
Replies: 9
Views: 6388

Re: New Broker; Business out of State

Michael,

Thank you so much for the response. Very Helpful!!!
by NewBrkerCA
Tue Jan 26, 2010 5:25 pm
Forum: Opinions
Topic: New Broker; Business out of State
Replies: 9
Views: 6388

Re: New Broker; Business out of State

Thanks Greg that will be a valuable tool as I look into other states. I noticed, however, that Texas wasn't listed. I imagine you just have to go to Texas' Department of Insurance website.
by NewBrkerCA
Tue Jan 26, 2010 1:23 pm
Forum: Opinions
Topic: New Broker; Business out of State
Replies: 9
Views: 6388

New Broker; Business out of State

I am currently licensed as a P&C Broker/Agent in California and in the process of starting my own broker office. Could someone educate me on the process of; -Being able to do business in another state(TX) Do I need to take exams in TX to do business there(or whichever state I plan on doing busin...