|
Agency Policies & Procedures
Jun 06th, 2009
The Agency Policies and Procedures Manual is a user-friendly guide on some of the industry’s best practices in operating an efficient and successful retail insurance business. Agency managers will find valuable information on CDI regulations, agency and accounting forms, human resources, OSHA Guidelines, disaster recovery and more.
|
 |
more... |
|
|
Disclosure of Broker Status
May 05th, 2009
The Disclosure of Broker Status form is used to comply with California Insurance Code 1623 and can be used as page 1 of your Broker Fee Disclosure form. Your agency name should be inserted where shown.
Disclaimer: This is a sample form and may not be suitable for your useage. We ask that you consult with your attorney or other legal adviser before using this form.
|
|
|
more... |
|
|
MVR Compliance Manual
Mar 23th, 2009
The MVR Compliance Manual will help you comply with the rules for obtaining and maintaining motor vehicle records. The guide will assist your agency establish and maintain daily logs and source documents that track the receipt, use, and dissemination of DMV information.
|
|
|
more... |
|
|
Information Security Manual
Mar 23th, 2009
The Information Security Manual sets forth an agency’s procedures for developing and implementing its administrative, technical and physical safeguards to protect the security, confidentiality, and integrity of its current and former customer’s personal information. This guide will assist your agency in the creation of its own, narrowly tailored information security program that accurately reflects your business model and information handling practices and procedures.
|
|
|
more... |
|
|
Regulatory Compliance Manual
Mar 23th, 2009
The Regulatory Compliance Manual will help you comply with industry related regulations, such as the Gramm-Leach-Bililey Act. Written in conjunction with the law offices ofMarone, Robinson, Frederick, and Foster, this manual will guide you on how to implement a step-by -step privacy compliance solution for your agency or brokerage.
|
|
|
more... |
|
|
|
|
|
|
|
