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1. Performance Targets: Specific sales goals and performance metrics, used when the company wants to establish measurable objectives

2. Training Requirements: Detailed training obligations beyond regulatory minimums, included for agencies with specific professional development programs

3. Territory Restrictions: Geographic or market segment limitations, used when agent's activities need to be restricted to specific areas

4. Marketing and Branding: Guidelines for using company's brand and marketing materials, important for agents with significant marketing activities

5. Errors and Omissions Insurance: Requirements for professional liability insurance, included for high-value or complex insurance products

6. Non-Compete Provisions: Restrictions on competitive activities, used when protecting specific market interests

7. Sub-Agent Arrangements: Rules for appointing and managing sub-agents, included when hierarchical agency structures are permitted

1. Schedule A - Commission Structure: Detailed breakdown of commission rates for different products and scenarios

2. Schedule B - Authorized Insurance Products: List of specific insurance products the agent is authorized to sell

3. Schedule C - Territory Map: Detailed description or map of authorized sales territory

4. Schedule D - Performance Metrics: Specific targets and evaluation criteria

5. Appendix 1 - Required Forms and Documentation: Templates and forms for regulatory compliance and reporting

6. Appendix 2 - Compliance Procedures: Detailed procedures for maintaining regulatory compliance

7. Appendix 3 - Training Requirements: Specific initial and ongoing training requirements and schedules