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Home›Skills›Sectors›Finance & Legal›Insurance Brokerage Operations

finance legal

Insurance Brokerage Operations AI Skills

For insurance brokers + agency principals: producer license + NAIC CE, MGA authorization, carrier appointment 60-day termination, sliding market conduct, surplus lines diligent search, E&O malpractice, ESIGN insurance, anti-rebating, premium finance state cap.

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12total skills

full skill list

12 of 12 — sorted by ROI

Skilski Insurance Broker Pro Auto Bi Pd 50state Financial Responsibility

50-state automobile financial responsibility minimum BI/PD (bodily injury / property damage liability) limits reference and compliance analysis for independent brokers placing…

Skilski Insurance Broker Pro Carrier Appointment 60day Termination

Carrier appointment and 60-day termination notice compliance for independent producers and MGAs.

Skilski Insurance Broker Pro Commission Disclosure Anti Rebating

Commission disclosure and anti-rebating compliance for independent brokers, MGAs, and fee-only advisors.

Skilski Insurance Broker Pro Eo Malpractice Statute Lim

Errors & Omissions (E&O) broker malpractice statute of limitations and claims-made vs occurrence coverage analysis for independent brokers and MGAs.

Skilski Insurance Broker Pro Esign Ueta Insurance Contract

E-signature validity and ESIGN Act / UETA compliance for insurance contract acceptance by independent brokers and MGAs.

Skilski Insurance Broker Pro Independent Captive Title V

Independent broker vs captive agent distinction — Gramm-Leach-Bliley Act Title V (15 U.S.C.

Skilski Insurance Broker Pro Mga Authorization Agreement

Draft and audit MGA (Managing General Agency) authorization agreements — the NAIC Managing General Agents Act (Model #225) and state-specific MGA statutes.

Skilski Insurance Broker Pro Premium Finance Charge State Cap

Premium finance charge state cap compliance for independent brokers and premium finance companies.

Skilski Insurance Broker Pro Producer Comp 24mo Vesting

Producer compensation vesting schedule compliance, 24-month contingent commission vesting analysis, and sub-producer agreement compensation structure for independent brokers…

Skilski Insurance Broker Pro Producer License Bond Naic Ce

State producer license compliance, surplus-lines and life/health license bond requirements, and NAIC continuing education (CE) credit tracking for independent brokers and MGAs.

Skilski Insurance Broker Pro Sliding Market Conduct Exam

Sliding (insurance tying) violations and market conduct examination compliance for independent brokers and MGAs.

Skilski Insurance Broker Pro Surplus Lines Diligent Search

State-by-state surplus lines diligent search compliance for independent brokers and surplus-lines brokers.

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12 skills available — search, filter by ROI, tier, and more.

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pro pass

$99/mo

Unlimited access to every Pro Insurance Brokerage Operations Skilski — and the full catalog. Cancel any time.

elite pass

$4,999/mo

Everything in Pro plus 50% off Elite Insurance Brokerage Operations Skilskis. Procurement-grade contracts included. Quarterly or annual commitment.

related sectors

Finance & Compliance Legal Services Insurance Personal Finance Legal — Litigation Finance — Personal