Records Retention

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FAQs & HELPFUL TOOLS.

Is It required To Maintain Signed Applications Even When the Carrier Allows Electronic Signatures?
How Agency Management Systems Can Help Defend E&O Claims


LAWS, REGULATIONS & LEGAL OPINIONS.

OGC Opinion: Record Retention and Destruction by an Insurance Agent
OGC Opinion: Record Retention in a “Durable Medium” by Insurance Agents, Insurance Brokers and Excess Line Brokers
OGC Opinion: Records Retention Guidelines for Insurance Agents and Insurance Brokers
Regulation 152– Standards of Records Retention by Insurance Companies


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