Resources

Digital/Paper-Free in 2023?

Background If you have been around long enough you may recall the call for the industry to be “Paper-Free in ‘83”. It is now 35 (!!) years later, and the…

New Big “I”/ACT Website Privacy Policy Template

Privacy is a hot-button issue of late. Coming on the heels of several major data breaches and data use scandals, state, federal and international legislators along with regulators are paying…

Agency Resource – Downloadable ‘Agency-Customer eDelivery Agreement’ Template

ACT has worked with the Big ‘I’ national general counsel to create an ‘Electronic Delivery Consent Form’ template agencies can download and use. This was initially developed to cover when…

Online correspondence concept. Top view of young lady pressing READ button on cellphone with incoming email, orange background. Unrecognizable woman getting electronic letter

IIABA/ACT ‘Agency Website Privacy Policy’

Did you know that Gramm-Leach-Bliley NY DFS and NAIC regulations require small businesses (i.e., agencies) to have a Privacy Policy listed on your agency website? The Big ‘I’ and ACT…

Property investment, home loan, reverse mortgage, Business and financial, Saving money concept. Plant growth on stack of coins with a small house model on wood table.