Disaster Planning Guide
Updated September 2024 for 2025 Distribution Click here to download the guide.
Guide
Legal Issues & Defining Acceptable Uses of AI – October 2024
Your agency likely has access to newly available automated products or services that could make your agency more efficient and effective. Even if you haven’t actively sought it out, AI…
Guide To Agency-Company Appointment Contracts
Agency appointment contracts form the legal foundation for the relationship between independent insurance agencies and insurance carriers. The agency-carrier contract should set forth the rights, responsibilities and obligations of the…
Whitepaper: Privacy & Data Breach Language for Insurance Company Agency Agreements
Insurance company agency agreement wording for both Property Casualty agents and Group Health agents require unequivocal compliance with all current state and federal privacy and data breach response laws. Failure…
Agency Information Security Plan Development Materials
This Plan for Agency is intended to create effective administrative, technical, electronic and physical protections to safeguard the personal information of the Agency’s Clients and employees, the Agency’s proprietary and…
The Independent Agent’s Guide to Systems Security
The world has changed for independent agents and brokers. In the past, agencies primarily had to protect the paper within the physical perimeter of their agencies. Today, most of the…
