Operations

Home & Car Sharing

​Information you need to properly cover your clients who start renting out their homes and cars.​

Convertible parked outside a house

Health Care

FAQs & HELPFUL TOOLS. Q: Under the Affordable Care Act, can an employee buy individual health coverage through the state exchange if his employer offers him coverage? Does it matter…

Medical insurance policy documents beside a stethoscope

Property

FAQs & HELPFUL TOOLS.

Aerial view of a neighborhood

Flood

Information to help you understand and sell flood insurance, including New York State laws and legal opinions, copies of National Flood Insurance Policy (NFIP) forms, links to flood rating maps,…

Cars driving through a flooded road

Cancellations, Non-Renewals & Conditional Renewals

​Questions, answers, and discussions about what insurance carriers have to do regarding policy cancellations, non-renewals and conditional renewal notices (also known as “220 notices”). New York laws and legal opinions,…

Stack of papers

Sexual Harassment Prevention

Reminder New York State law requires employers to provide sexual harassment prevention training to all employees on an annual basis. NYS Sexual Harassment Prevention Policy & Training Requirements STEPS TO COMPLIANCE. 1. Sexual…

Workplace harassment document

Service Fees

Information on the rules for charging clients service fees.​

Woman typing into a calculator

Referral Fees

LAWS, REGULATIONS & LEGAL OPINIONS. WATCH. Referral Fees

Person giving another person money

Records Retention

FAQs & HELPFUL TOOLS. LAWS, REGULATIONS & LEGAL OPINIONS.

File cabinet with folders

Rebating & Discrimination

Note Effective August 1, 2012, Ins. Law Section 2324 changed to eliminate the requirement that the “valuable consideration” have the agent’s advertisement “conspicuously stamped” on the article. Also, the maximum permissible…

Person giving another person a gift card

Filters

  1. Big"I" Alliance Blue (3)
  2. Catalyit (3)
  3. Personal Umbrella Insurance (PUP) (2)
  4. Home Business Insurance (2)
  5. Flood Insurance (2)
  6. WAHVE (2)
  7. Independent Market Solutions (IMS) (2)
  8. Workers' Compensation (2)
  9. Agency Valuation (2)
  10. AgencyFocus (2)
  11. Policy Review (2)
  12. Compliance Review (2)
  13. Operational Consulting (2)
  14. Policy Comparison (2)
  15. Acknowledgement of Non-Compliance (2)
  16. Certification of Material Compliance (2)
  17. Commuting (1)
  18. No-Fault Insurance (1)
  19. Young Driver (1)
  20. Uninsured Motorist Coverage (1)
  21. U.S. Virgin Islands (1)
  22. Supplemental Spousal Liability (SSL) (1)
  23. Separation (1)
  24. Rental Vehicle (1)
  25. Photo Inspection (1)
  26. Referral fees (1)
  27. Disability Benefits Law (1)
  28. Domestic Employees (1)
  29. Continuing Education (CE) (1)
  30. Paid Family Leave (1)
  31. Sole Proprietorship (1)
  32. Non-Resident License (1)
  33. Property-Casualty Agent's (PC) License (1)
  34. Property-Casualty Broker's (BR) License (1)
  35. Relicensing (1)
  36. Resident License (1)
  37. Sublicensees (1)
  38. Aggregator (1)
  39. Cluster (1)
  40. Agency AI Labs (1)
  41. Premium Financing (1)
  42. Agency Perpetuation (1)
  43. Hard Market (1)
  44. Hard Market Toolkit (1)
  45. Agency Financing (1)
  46. Outsourcing (1)
  47. Notice of Exemption (1)
  48. IdealTraits (1)
  49. The Workplace Advisors (1)
  50. Agency Universe Study (1)
  51. Best Practices Study (1)
  52. Catalyit Tech Stack Report (1)
  53. P&C Insurance Marketplace Report (1)
  54. ACORD (1)
  55. Gift Giving (1)
  56. Agents Council for Technology (ACT) (1)
  57. Carrier Contract Addendums (1)
  58. Department of Financial Services (DFS) (1)
  59. Cybersecurity Regulation (1)
  60. Cybersecurity Policy (1)
  61. Cybersecurity Awareness Training (1)
  62. Big Book of Form Letters (1)
  63. E&O (1)
  64. Virtual Agency Solutions (1)
  65. MyAgencyCampus (1)
  66. Risk Solutions IQ (1)
  67. Technical Consulting (1)