When can a person act as an agent of the insurer?

A person can act as an agent of the insurer only when a notice of appointment is filed. This notice serves as an official record that the insurer has appointed the individual as an agent. It verifies that the agent is authorized to conduct business on behalf of the insurer and to sell its products. Filing this notice is essential for establishing the legal relationship required for the agent to represent the insurer.

The other options, while they may involve interactions related to the role of an agent, do not confer the actual authority to act as an agent. Attending an insurer workshop or receiving compliance illustrations may provide training or information, but without the formal notice of appointment, there is no authorization to perform agent duties. Similarly, simply accepting contracting paperwork does not grant agent status unless the notice of appointment is officially filed and recognized by the insurer.