8710 Operations_Insurance

Insurance shall be placed with companies licensed by the State of Wisconsin. Insurance is to be placed through a
qualified agent who shall be the agent of record on all policies, except that policies relating to annuities, group life,
and accident and health may be placed through qualified agent(s), a direct-writing carrier, or a third-party
Each agent of record shall provide advice with respect to all insurance matters to the end that the District has
appropriate insurance coverage at the lowest possible cost.
Qualifications of Agent(s)
    A. Agent(s) shall be defined as an individual or organization whose MAJOR source of income arises from
        commissions received from the solicitation of insurance.
    B. In the case of an individual, s/he must have been engaged in the solicitation of insurance for a period not less
        than one (1) year prior to his/her designation as agent(s) of record by the Board.
    C. The agent(s) shall be duly licensed by the State.
In all cases where a person has an accident claim against the District, s/he is to be referred to the Superintendent
who will, in turn, take appropriate action with the insurance company.
No principal or other employee is to offer aid or advice on how to proceed with such claims. The Office of the
Superintendent will instruct people on the submission of bills and on means of pressing the claim.
Approved/Adopted:  July 13, 2009
Sharon Weinstock,
Aug 3, 2011, 12:09 PM