QuickSource Document Service

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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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Licensing

QS90981

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

QS28055

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

QS90650

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

QS06036

Connecticut insurance licensing

Guideline on types of licenses, requirements thereof, registration and exam process, nonresident requirements, continuing-education credits and applicable definitions. 11 pages

QS91022

Florida licensing

A comprehensive review of Florida’s statutes and regulations relating to resident and nonresident licensing. 15 pages

QS31350

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

QS90615

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

QS90501

Multistate licensing firms

Contact information for firms that provide licensing services in multiple states. 2 pages

QS28016

New Hampshire producer licensing rules

A comprehensive discussion of the New Hampshire producer licensing rules. 2 pages

QS29184

New Jersey licensing requirements

An in-depth kit outlining New Jersey licensing requirements, continuing-education rules and applicable penalties. 32 pages

QS31271

New York producer licensing

This resource kit overviews the agent and broker licensing process in New York state. 16 pages

QS31274

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

QS90683

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

QS90696

Registering a ‘registered/statutory agent’ in another state

Requirements producers should be aware of when registering a business entity in another state. 3 pages

QS44016

Vermont licensing and continuing-education requirements

A comprehensive review of the Vermont licensing and continuing-education rules for insurance producers. 5 pages

QS90797

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