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Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
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Money management
QS31024
Your New York premium account requirements
An outline of insurance professionals’ obligations relating to holding money in a fiduciary capacity, including a discussion of the applicable laws and regulations. 14 pages
QS90546
Using your head to help your wallet: Focusing on cycle-time-reduction techniques
Ideas to help reduce or eliminate wasting time and money that currently exist in the everyday processes and procedures of agencies. 3 pages
QS90675
Get competitive: Marketing strategies that really work and don’t cost a bundle
Simple strategies you can use to build your customer base without spending a lot of money. 4 pages