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Reply to Am I Compliant or Not?     
Old 08-09-2017, 11:26 PM   #1
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Am I Compliant or Not? Am I Compliant or Not?
Got an e-mail from AmAm about marketing. I have never sold a policy with them so am not sure why I contracted. They state you have to have everything you use with a prospect approved by them-sales presentation, any illustration even what you deliver with the policy. No company has ever heard my sales pitch. I use FEX Quotes and am not sure if that is OK. I put my policies in a 2 pocket binder with a cover letter. Sounds like I am not in compliance with them.
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Old 08-10-2017, 08:55 AM   #2
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Todd King on Am I Compliant or Not?
 
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Am I Compliant or Not? Re: Am I Compliant or Not?
I really wouldn't worry too much about it. They are just trying to cover their asses.
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Old 08-10-2017, 09:35 AM   #3
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Join Date: Jul 2017
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State: BoJax is an Insurance Agent from
Am I Compliant or Not? Re: Am I Compliant or Not?
Originally Posted by billyb View Post
Got an e-mail from AmAm about marketing. I have never sold a policy with them so am not sure why I contracted. They state you have to have everything you use with a prospect approved by them-sales presentation, any illustration even what you deliver with the policy. No company has ever heard my sales pitch. I use FEX Quotes and am not sure if that is OK. I put my policies in a 2 pocket binder with a cover letter. Sounds like I am not in compliance with them.
I assume what they are talking about is creating your own marketing material and branding it with their logo or name without permission. Fex quotes wouldnt be a problem or using any of there pamphlets is ok too. My guess is this is pretty standard among all insurance companies.
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Old 08-10-2017, 10:28 AM   #4
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TampaHound on Am I Compliant or Not?
 
Join Date: Sep 2015
Posts:345
State: TampaHound is an Insurance Agent from Florida
Am I Compliant or Not? Re: Am I Compliant or Not?
I have to chuckle in that I work for a call center during the day. One of our websites still lists the various companies we worked with on a project that is now folded.

To the best of my knowledge the company has no affiliations with these companies since the project ended.

We still get leads from the website.

I wonder if they are in compliance?

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