How to Invoice as a Insurance Agent / Broker in Washington, DC

Invoicing guide for insurance agent / brokers in Washington: 6% DC sales tax, 2%/mo late-fee cap, plus DC licensing and contractor rules.

Combined sales tax
6%
Late fee cap
2%/mo
Net terms
30 days
Deposit
0%
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1. Washington-specific tax handling

  • State sales tax: 6%. Local jurisdictions in Washington may add their own rate — verify with your local tax assessor.
  • Late fees: DC statute D.C. Code §28-3301 caps interest on unpaid invoices at 2% per month.

2. Standard insurance agent / broker line items

  • Broker fee — billed by flat.
  • Policy commission — billed by pct.
  • Audit / risk consult — billed by flat.

3. Payment terms that work in Washington

Net 30 is standard for insurance agent / brokers.0 Accept card and ACH on the invoice itself — Washington customers expect a one-click payment link in their inbox.

4. Licensing & disclosures

State insurance license required (Property/Casualty, Life/Health, etc.). Producer continuing-education and appointments by carrier.

Metro
Washington
State
DC
Net terms
30 days
Deposit
0%

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