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Are agency personnel required to be licensed?

April 26, 2017agency licensed personnel

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Are agency personnel required to be licensed?

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The law is clear that anyone soliciting, negotiating, placing insurance or annuities, or advising on insurance needs and coverages must be licensed as an agent (s. 628.02, Wis. Stat.). Unlicensed persons working in an agent’s office are not allowed to quote rates or provide advice on coverage limits, etc. Individuals would be able to provide any clerical services to the agent.