Agent of Record

Agent of Record

An insurance agent who has sold a policy to a client. The agent of record receives a commission from the insurance company for the sale.
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References in periodicals archive ?
Capricorn Retail Advisors, has been appointed agent of record for the leasing program at The Galleria at White Plains.
Even though he is the agent of record on an exchange application, for example, the client still has to call the exchange to give him permission to speak on the client's behalf.
Third-quarter financial update, select insurance agent of record, approve 2017-21 Capital Improvement Program, followed by executive (nonpublic) session to discuss employment of public officer.
* PEOs don't recognize an "agent of record." Once you place business with the PEO, you don't run the risk of losing the commission if your client should conduct its business through another agent or broker.
As best as I know, there are three ways to land a new account: You can get an Agent of Record letter and take the account, which has nothing to do with the x-date; go to battle with one or two other agents and win the account with your best proposal; or offer a bid for the prospect's business, which he or she may or may not accept.
If you win that battle, it sounds like an agent of record letter, doesn't it?
"So when is it ok to take away someone's clients?" Any time you can get an agent of record letter, right?
"The zoning is so broad it allows for just about anything, said agent of record Butkovich of RE/MAX Realty, of the C-3 Riverfront zoning, which permits condos, apartments, nursing homes, residential care facilities and office space.
Franchisees sell insurance policies underwritten by carriers selected by the franchisor exclusively for the agent of record, the franchisor.
You can even be appointed as the agent of record in the case when you bring your recommendations to the hearings.
In a statement, the California Department of Corrections and Rehabilitation said: "The diligent questioning and follow-up by the parolee's agent of record led to Garrido revealing his kidnapping of the adult female.