Agent Appointment Guidelines
The Agent Appointment Process
We maintain a pool of highly qualified independent agents and brokers to represent PacificSource in our service areas. When we are interested in expanding our agent pool, we are pleased to consider requests for appointment from agents who have:
- A demonstrated understanding of applicable health insurance laws and regulations; and
- A proven sales record of group and individual health insurance policies in our area.
How to apply for appointment
If approved for appointment, you will be required to provide a signed agent contract, a copy of your current agent license, and proof of current errors and omissions coverage.
Maintain Your Appointment Standing
To ensure reappointment each year as a PacificSource agent, you must:
- Maintain a health license that includes a small group designation in the state where you do business.
- Continue to carry errors and omission coverage inclusive of matters pertaining to representation of PacificSource.
- Have complied with the provisions of the PacificSource Agent Contract during the previous year.
- Maintain an acceptable knowledge level of PacificSource policies and products.
- Maintain an acceptable production level in new annual premium. Currently, a minimum of $50,000 of new annual premium is required to ensure reappointment. That minimum is waived when $250,000 or more in premiums has been produced and maintained during any period of reappointment. Appointed agents are informed periodically of their production status, and these production levels are subject to change subsequent to each reappointment date.