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Meeting Details

04/14/2021 at 10:00 am
VIA Teleconference
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TREC Broker Responsibility Working Group

The meeting agenda and any meeting materials can be found under 'Meeting Materials' on the right side of this page as they become available. Following the meeting, minutes will be published upon approval.

Agenda Item 1 Call to Order
ACTION: Chair Lerner called the meeting to order at 10:07 a.m.
Members present: Leslie Lerner, Pam Titzell, Brian Sales, Bob Baker, Bill Roth
Members absent: Chance Brown, Socar Chatmon-Thomas, Holly Hightower, Yazmin Perez
Commission Co-liaison present: Jan Fite Miller
Commission Co-liaison absent: Barbara Russell

Agenda Item 2 Housekeeping

Agenda Item 3 Remarks from the Chair
Chair Lerner informed the committee that she had been appointed as a Commissioner and a new chair would need to be elected at the next BRWG meeting.

Agenda Item 4 Discussion regarding BRWG and ESAC crossover related to agent/broker relationship and path forward
Chair Lerner introduced ESAC Chair, Kelea Youngblood, who gave remarks regarding common goals between the two committees.
Comment: Commissioner Miller
Note: Commission Co-liaison, Barbara Russell, joined the meeting

Agenda Item 5 Discussion regarding BRWG survey results
Note: Holly Hightower joined the meeting
Chair Lerner presented summary of comments from the BRWG and ESAC surveys which showed three commonalities to focus on as the group moves forward: competency, broker responsibility, and outreach.

Agenda Item 6 Discussion and possible recommendation regarding the following:
a. Calculation of active experience points under 22 TAC §535.56, Education and Experience Requirements for a Broker License
b. Simplification of Supplement A
Comment: Commissioner Miller
ACTION: Pam Titzell, seconded by Holly Hightower, moved to have staff make changes to Supplement A, as discussed, and come back with a draft for the committee to review.  The motion was adopted by unanimous vote.

Agenda Item 7 Public comment, including any written public comment received, on non-agenda items

Agenda Item 8 Discussion and possible action regarding future agenda items and meeting dates
• Suggested meeting date: Wednesday, July 14, 2021, at 10:00 a.m.
• Alternate dates: Tuesday, July 13, 2021; Thursday, July 15, 2021
ACTION: Chair Lerner asked to discuss outreach and asked for an item regarding election of a new chair to be placed on agenda.  The next meeting is scheduled for Wednesday, July 14, 2021, at 10:00 a.m.

Agenda Item 9 Adjourn
ACTION: The meeting was adjourned at 11:24 a.m.