Leaving the Current Agency/Appointment Terminate Questions

NickNB

New Member
1
Good afternoon!
Good afternoon! I am 2-20 Licensed Agent in Florida.
I am leaving my current agency i worked for due to health problems, I am not going to be able to work for a while. My job consisted of : servicing existing clients, making quotes, processing endorsements, binding policies.


I have 2 questions:

1)Do I have to terminate my appointments myself on my Profile ?


2) Once I leave Agency , agency will have all my files with clients I have been helping them with.Who is gonna be responsible for my previous policies I wrote. Do I have to keep records of my policies? Or the agency has to keep records of the policies(since they will continue to service clients, as they were doing it before)

There is no written contract signed between agency and me. I was 1099 self employed.

Thanks for your response!
 
I have 2 questions:

1)Do I have to terminate my appointments myself on my Profile ?


2) Once I leave Agency , agency will have all my files with clients I have been helping them with.Who is gonna be responsible for my previous policies I wrote. Do I have to keep records of my policies? Or the agency has to keep records of the policies(since they will continue to service clients, as they were doing it before)

Ask someone at your agency...
 
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