What exactly am I agreeing to do?
Identify permitted products, carriers and states, along with any exclusivity or outside-business limitations. Clarify whether you are an independent contractor and which responsibilities belong to you. Ask how required policies can change and whether changes need written notice.
What can I owe?
Request the compensation schedule and provisions for advances, chargebacks, offsets and repayment. Review technology, leads, training and insurance expenses. Distinguish optional purchases from conditions of affiliation.
What rights continue after termination?
Check notice requirements, releases, vesting, renewal payments, servicing rights and restrictions on solicitation. Ask who can retain or export client records, subject to privacy rules. Do not rely on a verbal promise that conflicts with the document.
What should you know about Put answers in writing?
Ask for clarification or amendments before signing. Review restrictive covenants and dispute provisions with an attorney, since enforceability and obligations depend on the agreement and law. Save the executed version and every incorporated schedule.
- Who pays me and under which schedule?
- What debts survive departure?
- Who controls client records?
- How do releases and renewals work?