What Can Unlicensed Staff Do? (MD update)
This is a frequent question to IA&B. Review the guidance on how to assign your agency’s workload based on what unlicensed employees are permitted to do.
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Resource Center
What Can Unlicensed Staff Do? (PA update)
This is a frequent question to IA&B. And as some remote employees change their resident state to comply with the recently adopted Producer Regulation, they cannot act as a licensed producer until the change is effected.
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Signed “Broker Agreement” with Customer NOT a New Requirement
When you place business with a carrier that has not appointed you (e.g. with SWIF, or through a Surplus Lines broker or a wholesaler), do you always ask your customer to sign a broker agreement with you? If not, you could be exposed to a $5,000 violation … per missing agreement.
Signed “Broker Agreement” with Customer NOT a New Requirement Read More »
What Does a ‘Mutual’ or ‘Voluntary’ Termination Mean to You?
If you’re asked to “mutually” terminate your relationship with a carrier, brush up on what protections you could be giving up.
What Does a ‘Mutual’ or ‘Voluntary’ Termination Mean to You? Read More »
Simplify Placing Difficult Risks
Are there certain coverages that consistently are unavailable in the admitted market? Submit them for consideration to Pennsylvania’s export list.
Simplify Placing Difficult Risks Read More »
Maximize Your Marketing Budget in 2025
Recoup up to $1,000 when you take advantage of the Trusted Choice Marketing Reimbursement Program, available to all member agencies in Pennsylvania and Delaware.
Maximize Your Marketing Budget in 2025 Read More »
Access to Potential Carrier Appointments
Searching for new appointments? Don’t forget your access to AppointmentLink – the online tool that connects IA&B member agencies with potential carrier matches.
Access to Potential Carrier Appointments Read More »
Exemption from Corporate Transparency Act Filing Requirement (MD update)
While the duty to report beneficial ownership to FINCEN under the Corporate Transparency Act has been yo-yoing and is now at the U.S. Supreme Court, learn why the outcome of the debate may not matter to your agency.
Exemption from Corporate Transparency Act Filing Requirement (MD update) Read More »
Exemption from Corporate Transparency Act Filing Requirement (PA, DE update)
While the duty to report beneficial ownership to FINCEN under the Corporate Transparency Act has been yo-yoing and is now at the U.S. Supreme Court, learn why the outcome of the debate may not matter to your agency.
Exemption from Corporate Transparency Act Filing Requirement (PA, DE update) Read More »
In PA, Broker Agreement Must Be Signed by CUSTOMER if Producer Not Appointed (MD, DE update)
Hold a non-resident license in Pennsylvania? Review the scenarios when a producer must obtain a customer’s signed consent prior to placing business with a non-appointed company or, in rare circumstances, with a carrier’s in-house agency.