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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.
Browse by topic
Licensing
A guide to Massachusetts’ nonresident licensing
A go-to-guide for obtaining and renewing a nonresident individual or business entity license in Massachusetts. 4 pages
Acts for which no insurance license is required in New Hampshire and acts for which an insurance license is required
A NAIC standard list of activities which do not require a license, provided by the New Hampshire Insurance Department. 1 page
Business entity licensing
Discussion of the different types of business entities and how to go about getting them licensed in Connecticut, New Hampshire, New Jersey, Vermont and New York. 9 pages
Connecticut insurance licensing
Guideline on types of licenses, requirements thereof, registration and exam process, nonresident requirements, continuing-education credits and applicable definitions. 11 pages
Florida licensing
A comprehensive review of Florida’s statutes and regulations relating to resident and nonresident licensing. 15 pages
Insurance producer reporting requirements: termination of business relationship with another producer
Explanation of the reporting requirements required of insurance producers when terminating business relationships. 3 pages
Multistate licensing exposures
A state-by-state review of the multistate licensing rules when it comes to policies with only part of a risk in another state and what each state may require in the way of producer licensing. 5 pages
Multistate licensing firms
Contact information for firms that provide licensing services in multiple states. 2 pages
New Hampshire producer licensing rules
A comprehensive discussion of the New Hampshire producer licensing rules. 2 pages
New Jersey licensing requirements
An in-depth kit outlining New Jersey licensing requirements, continuing-education rules and applicable penalties. 32 pages
New York producer licensing
This resource kit overviews the agent and broker licensing process in New York state. 16 pages
New York State Department of Financial Services Opinion of General Counsel 04-12-03: ’Permissible duties of unlicensed customer service representatives’
This resource kit outlines what activities unlicensed employees and officers of the agency can engage in. 6 pages
NIPR, PDB and beyond—understanding NAIC-related licensing systems and services
A comprehensive look at the National Insurance Producer Registry and related information. 3 pages
Registering a ‘registered/statutory agent’ in another state
Requirements producers should be aware of when registering a business entity in another state. 3 pages
Vermont licensing and continuing-education requirements
A comprehensive review of the Vermont licensing and continuing-education rules for insurance producers. 5 pages
What ever happened to NARAB?
A comprehensive FAQ on the development of National Association of Registered Agents and Brokers and what it means to independent insurance agents. 3 pages