Procedures

An agency has had several requests from mortgage brokers and lawyers asking for binders showing the new mortgagee without having set closing dates on new loans. They insist that the…

When proof of insurance is requested, which is most appropriate, the ACORD 27 – Evidence of Property Insurance or the ACORD 75 – Insurance Binder?

We all know that binders have historically been issued for 30-day terms. Why is that and can a binder be issued for longer terms, perhaps even as long as the…

Throughout the soft market, rates dropped and companies endured increasing losses as the price to pay for cash flow and market share. Now carriers are reacting to loss ratios much…

Some folks from the CIRMS group discussed below presented a paper at a recent seminar on Telework Risks and Liabilities. Within that paper was a sample Office Technology Policy. They have…

Do you want to provide superior customer service to your clients?  Do you want to improve productivity?  These are proven results that you too can achieve by implementing the Real…

Do your employees spend, what seems to you to be, an inordinate amount of time on the internet at work…whether during business hours or their personal time? Ever wonder what…

Buried in the Health Information Technology section of ARRA was legislation that will forever change how your agency handles information for your employee benefits clients. Following the HIPAA Privacy and…

Has your agency started the implementation of security policies and procedures to meet HIPAA Security Rule requirements? What about other laws for essential security requirements? Have you developed your security…

Here’s what we do know about HIPAA:  _____Here’s what we don’t know about HIPAA:  ∞This article includes links to authoritative and otherwise web sites that may answer many of your…