After fielding a number of calls from members searching for advice, Professional Insurance Agents (PIA) of Connecticut, New Hampshire, New Jersey and New York State Inc. want to make it clear that the practice of requesting agents provide customer lists, or extensive profiles of agency books of business, is a significant breach of the agent/carrier relationship.

Members have been contacting PIA’s Industry Resource Center looking for advice on how to respond to carrier requests for unusually detailed information concerning their books of business. Many agents speculate that the rationale behind these requests is to circumvent insurance agents and sell policies direct to customers.

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