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L&C Tips to Keep Your Cases Flowing

While reviewing your processes to ensure cases are submitted cleanly and Ready for Underwriter Review, please be mindful of a couple L&C issues which may delay a case:
  • Incomplete or incorrectly filed New Agent Appointment forms
  • Lack of certified Anti-Money Laundering (AML) training by an approved training vendor
If neither can be validated for the writing agent, we can’t issue new policies for any cases submitted by the agent until the issue is resolved.*
Here are some useful pointers:
  • When filling out the Appointment Application for a new agent or solicitor, provide all the information requested and check any boxes as required.
  • Don’t overlook the Recruiter Page on the Appointment Application. It includes critical set-up and upline details needed to get a new agent into our system.
  • Anti-Money Laundering (AML) training is required annually, and must be completed through an AIG-approved training vendor. See our AML Training Guidelines flyer linked below for details.*
AML Training Guidelines and FAQs
Thank you for your business! Our L&C team is here to help ensure your cases and commissions flow as smoothly as possible.

*AML training is not required for issuance of new Select-a-Term policies.