I will create a custom insurance broker agreement for your business
Licensed US Attorney, Expert Insurance and Agency Contract Drafting
About this Gig
Operating as an insurance broker requires strict adherence to fiduciary duties and clear contractual boundaries. I am Jack Stuart Mack, a licensed US Attorney (Bar #175215), and I draft broker agreements that protect your brokerage from liability while securing your revenue streams.
Whether you are a retail broker working directly with clients or a wholesale broker interacting with retail agencies, your agreements must clearly outline fee structures, premium handling, and Errors & Omissions (E&O) requirements.
This gig covers:
- Retail Broker-to-Client Agreements (Broker of Record).
- Wholesale Broker-to-Retail Agent Agreements.
- Premium trust account handling clauses.
- E&O insurance mandates and indemnification.
- Confidentiality and proprietary data protection.
Do not leave your brokerage exposed to litigation or unpaid fees. My streamlined process allows you to get top-tier legal drafting quickly. Choose the package that fits your brokerage model and place your order to secure your business today.
Field of law:
Business (corporate)
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Labor (employment)
•
Commercial
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
What is the difference between an agent and a broker agreement?
Brokers generally represent the client, while agents represent the insurer. I draft the contract to reflect these specific fiduciary duties.
Does this cover Broker of Record (BOR) rules?
Yes, the Standard and Premium packages can include precise language regarding BOR transitions and fee vesting.
Can you include clauses about E&O insurance?
Yes, mandatory E&O coverage and hold-harmless clauses are standard in my advanced drafting.
Can you draft this for wholesale brokers?
Yes, the Premium package is specifically designed for wholesale brokers and Managing General Agents (MGAs).
How long does it take to deliver?
Delivery times are listed on each package, typically between 1 to 2 days for a fully customized legal document.
