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Q: If an agent fails to obtain an applicant and signature on the application the agent must?
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Where can you obtain an application for an SBA loan?

You can obtain an application for an SBA loan from the banking institution in which you are trying to secure a loan. The best thing to do is to go to the bank and speak with a bank agent.


What are a Life insurance company's rights to obtain medical records?

when you sign the application there is a statment or often a separate signature page that is a waiver to give them permission to access your records. so basically they have complete legal rights to obtain your records. but they are also bound by privacy laws and cant disclose this info to anyone, not even the agent that sold you the policy get to see the full records.


How does being on Medicare affect auto insurance?

I have been an agent for almost 20 years and I have never had to ask an applicant if they were on medicare for an auto insurance application. It shouldn't raise your rates at all.


Is it legal for an insurance agent to forge your signature?

No. Forging a signature is a crime.


Is it legal of an agent to forge a signature on insurance form?

To forge the insured's signature is a criminal offense and the Agent's License, if reported, is liable for cancellation.


How do you introduce yourself as a call center agent applicant?

Simple. You Dont.


What is an insurance application?

an application is what an insurance agent fills out and you sign and pay premium and then the agent summits to company


How do you sign as Power of Attorney?

Disclose your identity as an agent whenever you act for the principal by writing or printing the principal's name and signing your own name as "agent" in the following manner: (Principal's Name) by (Your Signature) as Agent, or (Your Signature) as Agent for (Principal's Name).


How do you obtain a certificate of liability?

From your insurance agent.


How do you sign as a power of attorney?

Disclose your identity as an agent whenever you act for the principal by writing or printing the principal's name and signing your own name as "agent" in the following manner: (Principal's Name) by (Your Signature) as Agent, or (Your signature) as Agent for (Principal's Name).


What are requirements for life insurance illustrations when agent is completing an application?

Each state has different regulations, so always refer to your carrier's compliance department before completing an application. In many if not all states, you must either provide an illustration to the applicant or he/she must sign a document stating that either you have shown him/her nothing or an illustration on a computer screen. On delivery, the applicant must almost always sign and illustration. This protects the agent and carrier as much as it protects the buyer from misunderstandings, so it's a good idea to walk your client through illustrations to make sure he/she understands what is being delivered.


Filling out General liability application?

Your agent should be doing that for you! If he is not, fire him and find a new agent!