Carrier Appointment & JIT Guide

保险公司 Appointment & Just-in-Time 指南

Pre-Appointment States • Just-in-Time • Paperwork Hold Period • JIT Code
预先任命州 • JIT Appointment • 文件保留时间 • JIT Code

P
Pre-Appointment 预先 Appointment

Appointment must be active before business is submitted where required.

JIT
Just-in-Time JIT 任命

Carrier may process appointment when new business triggers the appointment process.

H
Holds Paperwork 文件保留期

Approximate period carrier may retain contracting paperwork before new business is received.

Important｜重要 Licensing, contracting and appointment are separate requirements. Do not submit business until the applicable state license, carrier contracting, training and appointment requirements have been satisfied. License、Contracting 与 Appointment 属于不同要求。 提交业务前请确认州执照、Carrier Contracting、培训及 Appointment 状态均符合要求。
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Carrier 保险公司 Pre-Appointment States 需要预先 Appointment 的州 JIT 即时任命 Holds Paperwork 文件保留期 JIT Code JIT Code Notes 备注
PRE Pre-Appointment Required
JIT Just-in-Time Available
— Not Listed / Not Applicable
Source Reference｜资料来源
Compiled for First Fortune internal use from carrier appointment reference materials supplied through Simplicity Group: Pre-Appointment States (06/12/2025) and Just-in-Time Carriers (02/21/2024 version).
本工具由 First Fortune 根据 Simplicity Group 提供的 Carrier Appointment 参考资料整理，仅供内部业务人员查询使用。

Carrier and state requirements may change. Always confirm current licensing, contracting, training and appointment status before submitting business.