Operations

Banking Issues

Look here for New York laws that prevent banks from requiring a mortgage borrower to insure for more than replacement cost, require banks to accept binders at closing, prohibit banks…

Bank building

Certificates of Insurance

Resources to help producers deal with certificate problems, including New York State rules and opinions about the proper use of certificates of insurance.

Man writing on a piece of paper

Compliance Resources

The help you need to understand and comply with the cyber regulation.

A woman working on a laptop

Workers’ Compensation

FAQs & HELPFUL TOOLS. LAWS, REGULATIONS & OPINIONS. NYS INSURANCE FUND. SELF-INSURED TRUSTS. WORKERS’ COMP EXPERIENCE RATING. WORKERS’ COMP LOSS COSTS. WATCH. Domestic employees & workers’ comp No fault insurance…

Person filling out a work injury claim form

Licensing & Continuing Education

FAQs & HELPFUL TOOLS. LAWS, REGULATIONS & OPINIONS. WATCH. Ask Tim Anything: Licensing  Can You Use That Name?  Many New York insurance agencies mistakenly operate under unlicensed names—watch this video…

Woman studying in library

Insurance Law Compliance For Agents

WATCH. What can your agency legally give your clients as gifts? What are the rules for paying referral fees to unlicensed individuals?

Two people discussing a document

Auto

FAQs & HELPFUL TOOLS. Q: Does a Personal Auto Policy Cover Driving During a State of Emergency? A: Probably yes. It’s hard to say for certain without reading the actual…

Cars in a row

Technology

Explore tools, insights, and resources from our trusted partners and more to help your agency optimize tech, streamline operations, and stay future-ready.

Digital realm illustration

Marketing Resources

Promote your agency with customizable campaigns, co-branded materials, digital tools, and access to reimbursement programs through Trusted Choice.

Computer screen displaying graphics