For Consumers

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About Our Specialists

At the Association, we are committed to holding our Designees to high standards of ethical behavior, as found in our Code of Ethics. Should you experience a problem with a Designee or their recommendations to you, we would encourage you to contact us immediately, so that we can assist you with a resolution or in extreme cases, institute disciplinary actions.

Complaints can be submitted to the program coordinator by email or by postal mail. All Complaints received are acknowledged promptly. A process of internal review then proceeds, by contacting the Designee involved and having them submit a written response to the Complaint. The Association will then review both the Complaint and Response.

Three courses of action can be taken: 1.) If the Complaint may be valid but is the result of an apparent misunderstanding, we will attempt to arbitrate a resolution with both parties, and an appropriate notation is made on the records of the Designee; 2.) If we feel the Complaint is valid but serious, we will refer the Complaint to the appropriate State Insurance Division and notify both parties. A notation is made on the records of the Designee, pending the outcome of the State's actions, if any; 3.) If we find the Complaint is not valid, we will notify the complainant of our decision and no action is taken against the Designee.