Get Annual Agent Report For Risk Retention And Purchasing - Texas ...

The Annual Agent Report for Risk Retention and Purchasing Groups is a necessary document for agents in Texas, representing risk retention or purchasing groups. This guide will provide you with clear and concise instructions on how to successfully complete the report online.

Follow the steps to complete the report efficiently.

1. Click ‘Get Form’ button to access the form and open it in your preferred editing program.
2. Indicate the year ending date in the provided space at the top of the form. This date should reflect the end of the previous calendar year.
3. Enter your full name or agency name exactly as it appears on your Texas agent license. Along with this, fill in your complete address, which should include both street and PO Box information.
4. Select your Texas license type by checking the appropriate box and enter the corresponding license number in the space provided.
5. Complete the section about the risk retention or purchasing group by entering its full name and address, ensuring all information is accurate.
6. If applicable, provide the name of the purchasing group insurer. If you represent multiple insurers, fill in the additional details as necessary.
7. In the next section, indicate the total number of Texas group members and the total amount of premiums. Additionally, provide a brief description of the lines of liability coverage offered.
8. Describe the activities and scope of services you provide to the group in detail, including services like placing insurance or assisting with claims.
9. Explain the method used to inform all purchasing group members about insurance protectiveness and regulations, and attach any necessary notices.
10. Finally, complete the affirmation section by signing and typing your name and title. Be sure to notarize this section if submitting via email, and remember that submissions must be signed and dated accordingly.

Start completing the Annual Agent Report online today to ensure timely submission.