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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
New York producer licensing
This resource kit provides an overview of 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
Insurance producer reporting requirements: Termination of business relationship with another producer
An explanation of the reporting requirements required for insurance producers when terminating business relationships. 3 pages
DFS ID is now live: Important access update for agencies and licensees
An outline of the changes that the New York State Department of Financial Services is instituting for online access to its portal. 2 pages
Multistate licensing firms
Contact information for firms that provide licensing services in multiple states. 2 pages
Multistate licensing exposures
A state-by-state review of the multistate licensing rules for policies covering only part of a risk in another state, including each state’s producer licensing requirements. 5 pages
Business entity licensing
An overview 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
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
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
Florida licensing
A comprehensive review of Florida’s statutes and regulations relating to resident and nonresident licensing. 15 pages