Insurance Disclosures
Use this page to publish the approved licensing, producer, carrier, availability and compensation disclosures required for your operating model.
Launch blocker: Do not launch insurance solicitation pages until the licensed entity, producer details, state authority and required disclosures have been confirmed.
Required production items
Licensing
Legal agency/producer name, resident state, license/NPN where required, and states in which solicitation is permitted.
Carrier relationships
Identify appointed carriers or explain the marketplace/rater relationship accurately.
Discount claims
Document methodology, eligible population, time period and availability for any savings claim.
AI disclosure
Describe where AI is used and ensure AI output does not replace required licensed advice, underwriting or carrier determinations.