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