Contracting
Getting Ready to Write Business With Confidence
Contracting is an important step in preparing to write business and ensuring a smooth experience once applications are submitted. TPBC’s contracting process is designed to be clear, efficient, and supportive so you can focus on serving your clients.
For the best results, we encourage advisors to complete contracting early and keep information current. Doing so helps avoid delays when opportunities arise.
Why Contracting Matters
Carrier contracting and appointments allow you to:
- Submit applications without delay
- Access carrier systems and tools
- Ensure cases move smoothly once in underwriting
Completing contracting in advance helps prevent last-minute issues that can slow down new business.
What to Submit
Contracting requirements vary by carrier and jurisdiction, but commonly include:
- Current insurance license
- Errors and omissions coverage
- Required carrier forms and disclosures
- Payment and tax documentation as applicable
Submitting complete and accurate information upfront helps the process move more efficiently.
How to Submit Contracting Information
TPBC will provide guidance on where and how to submit contracting materials. For the best experience:
- Use the most current forms provided
- Ensure documents are complete and legible
- Respond promptly if additional information is requested
Once submitted, TPBC will coordinate with carriers and keep you informed as contracting progresses.
Timing and Expectations
Contracting timelines can vary depending on the carrier and state. In general:
- Initial review begins shortly after submission
- Additional information may be requested if needed
- Approval timelines depend on carrier processing
We recommend completing contracting well before submitting applications whenever possible.
Keeping Your Information Current
To avoid delays:
- Update licenses and appointments promptly
- Maintain active errors and omissions coverage
- Notify TPBC of changes to contact or payment information
Keeping your information current helps ensure uninterrupted access to carriers and tools.
International and Specialty Considerations
For international or cross-border business, additional contracting steps may be required depending on the carrier and jurisdiction. TPBC will work with you to identify any special considerations and guide the process accordingly.
Need Help or Have Questions?
If you are unsure about contracting requirements or want to confirm your readiness to submit business, we encourage you to reach out. We are happy to review your status and help identify next steps.
Mahalo for partnering with TPBC. We appreciate the care you bring to each client relationship and look forward to supporting your success.
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