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Agency and Individual Licensing - Compliance

Call: 360-725-7144 (8:30 a.m. to 4:30 p.m., Monday - Friday)
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Quick tip

It is important to understand the difference between the compensation that you receive and what you can offer in exchange for referrals.

Referral compensation and fees

Learn about record-keeping requirements and what compensation or fees you can offer in exchange for referrals from clients and other producers.

Compensation

Knowing when you can charge fees for compensation, what you need to disclose to your clients and what kind of records to maintain can be confusing but we have helped to simplify the rules.

Disclosure

It is important to know what information you need to provide about the compensation you receive from your clients.

Compensation disclosure form

Our optional compensation disclosure form can help you keep compliant records.

Related topics

Licensing compliance & financial examinations

It is important to understand the laws, rules and filing requirements to stay in compliance.

Get licensed

Learn about the requirements and fees for your individual or business-entity producer or adjuster license.