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.

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Compliance Resources

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

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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…

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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?

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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 to help your agency optimize tech, streamline operations, and stay future-ready.

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Marketing Resources

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

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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)
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  40. Agency AI Labs (1)
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  44. Hard Market Toolkit (1)
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  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)