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The on-ramp / critical path

The original academy used a producer/MGA route to teach how insurance authority is assembled. Treat it as a study path, not a statement of any person’s current licence or a current Glacis underwriting programme. GROUNDED · Glacis

  1. Define the activity, lines, jurisdictions and responsible licensed people.
  2. Confirm individual resident/nonresident requirements and exam prerequisites.
  3. Confirm entity, DRLP, corporate registration and naming requirements.
  4. Establish appointments where required and the actual authority granted.
  5. For underwriting, obtain carrier capacity and the relevant delegated agreement.
  6. Establish permitted rating, wording, claims functions and oversight.
  7. For surplus lines, confirm separate authority, placement, tax and disclosure duties.

This is an orientation checklist; each legal prerequisite is VERIFY against the current regulator and qualified counsel. Sequence and requirements can vary.

The Westmont briefing contains historical countrywide estimates. They are neither a current quote nor a budget for a particular activity. Obtain a scoped written quote and current fees for the actual jurisdictions, entities, lines and functions. GROUNDED · Westmont

Glacis’s evidence work and insurer-owned product design can be tested without representing that Glacis holds a book or has authority to bind. See the market conversation and bounded pilot. A software capability, evidence packet or Lab place does not create insurance authority. STABLE

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