Disclosure Policy - Alliant Insurance Services, Inc.

Compensation Policy

Agent or broker commissions are customarily paid by the insurance carrier as a percentage of the premium. In addition to compensation received for such services, the brokerage firm, or a related entity, may also receive compensation for additional services provided to either the client or the insurance carrier. To the extent such compensation exists, it is included in the cost of the insurance offering. These additional services could include, but are not limited to: Underwriting services, program administration services, loss control services, appraisal services, and other services provided to either the client or the insurance carrier. While these services are included in the cost of the insurance offering, any services contracted for by the client directly will be invoiced accordingly.

With exception the brokerage firm may also receive income as a result of a contingent income agreement with the insurance carriers. Exceptions are as follows:

Any client may “opt out” of having the premiums associated with their placements included in any contingent income agreement that Alliant may enter into.
Unless otherwise agreed, placements where a fee has been agreed to in lieu of commissions are excluded from participation in any contingent income agreement that Alliant may enter into.
Placements on behalf of federal or state governmental entities, or any political subdivisions thereof, are excluded from participation in any contingent income agreement that Alliant may enter into.

“Opt out” information is available on our web site. This information, along with a reply to any other questions on the compensation aspects of a client’s placement, is also available upon written request directed to:

Alliant Insurance Services, Inc.

Attention General Counsel

701 B Street, 6th Floor

San Diego, CA 92101

Client Letter

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Alliant Business Services

The Specialty Leader Since 1925

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Compensation Policy

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