Access to Potential 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.
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Resource Center
Are You Taking Advantage of Free Tech Guidance?
Are you considering a change in your phones, agency management system, or CRM application? Take advantage of technology guidance from Catalyit. (All IA&B members have fully funded access to Catalyit.)
Are You Taking Advantage of Free Tech Guidance? Read More »
New! Legal System Abuse Toolkit
Push back against legal system abuse and its impact on insurance premiums. The Trusted Choice® Legal System Abuse Toolkit can help you educate clients, explain rising costs, and advocate for reforms.
New! Legal System Abuse Toolkit Read More »
Free Tech Guidance for Your Agency
Are you considering a change in your phones, agency management system, or CRM application? Take advantage of technology guidance from Catalyit. (All IA&B members have fully funded access to Catalyit.)
Free Tech Guidance for Your Agency Read More »
PA Revises Export List
Take note of the commonwealth’s updated export list – coverages that do not require a diligent search before placement in the surplus lines market.
PA Revises Export List Read More »
NY Cybersecurity Filing Deadline
Non-resident agencies and individuals have until mid-April to submit their annual certificate of compliance with the New York Cybersecurity Regulation.
NY Cybersecurity Filing Deadline Read More »
What Can Unlicensed Staff Do? (DE 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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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.
What Can Unlicensed Staff Do? (MD update) Read More »
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.
What Can Unlicensed Staff Do? (PA update) Read More »
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 »