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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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Cybersecurity
New York State Department of Financial Services—guidance to reduce ransomware attacks
An overview of the New York State Department of Financial Services’ guidance on reducing ransomware attacks. 2 pages
Certification of compliance: A guide for members
Offers some commonly asked questions about the New York state cyber security regulation’s certification of compliance requirements. 2 pages
New York State Department of Financial Services Finalized Second Amendment to 23 NYCRR 500—section-by-section analysis
A comprehensive review of the proposed changes to New York’s cyber security regulation, 23 NYCRR 500. 13 pages
New York cyber security regulation compliance checklist—limited exemption entities
A comprehensive checklist for those who meet the limited exemption, outlining their responsibilities under the cyber security regulation. 1 page
Step-by-step guide to completing a new limited exemption for an employee of a covered entity
Step-by-step guide to completing an employee’s new limited exemption. 3 pages
Completing the first limited exemption for an agency owner’s personal license
Comprehensive guide to submitting the first limited exemption for an agency owner’s personal license. 2 pages
Step-by-step guide to completing the first limited exemption for a corporate license
A guide to completing a first-time limited exemption for a corporate license
Step-by-step guide to amending the limited exemption for an agency corporate license
A step-by-step guide for agents and brokers to submit a limited exemption for a corporation. 1 page
Step-by-step guide to completing first limited exemption for an inactive licensee
A comprehensive guide to completing the first limited exemption for an inactive licensee. 2 pages
Step-by-step guide to amending a limited exemption for an inactive licensee
A comprehensive guide to completing the limited exemption for an inactive licensee. 3 pages
Step-by-step guide to completing first limited exemption of a licensed individual affiliated with a financial institution
A comprehensive guide to completing the first limited exemption of a licensed individual affiliated with a financial institution
Amending a limited exemption for someone who is a licensed individual—not affiliated with an agency or carrier—but rather with a financial institution
Guidance on how to amend a limited exemption for an agent affiliated with a financial institution. 2 pages
Step-by-step guide to completing the certification of compliance
A comprehensive guide to completing your annual certification of compliance. 3 pages
Everything you need to know about the New York State Department of Financial Services’ cyber security requirements for financial services companies—but were too afraid to ask (23 NYCRR 500)
A comprehensive review of the New York State Department of Financial Services’ cyber security requirements. 14 pages
Equifax: The insurance questions and answers
This resource kit offers information on Equifax, insurance coverages available to protect against data security breaches, and what consumers can do to protect themselves. 2 pages
Cybersecurity and the agency contract
A discussion on cybersecurity clauses that are becoming more popular in agency contracts. 2 pages
Equifax data breach
This resource kit offers information on the Equifax data breach, credit freezes, and what all this could mean for policyholders. 1 page
National Association of Insurance Commissioners cyber security model law
Offers PIA’s summary and the full text of the National Association of Insurance Commissioners cyber security model law. 10 pages
Ransomware is a real menace
Ransomware is a popular cybersecurity attack. This resource kit provides prevention and recovery tactics for agents to address this threat with confidence and success. 2 pages
The NAIC model law
The National Association of Insurance Commissioners’ model law and the NYDFS regulation on cybersecurity are similar in many respects, but there are some notable differences. This resource kit offers an overview of each. 2 pages
Establishing your data-retention policy—how to comply with NYCRR 500.13: limitations on data retention
This resource kit outlines the requirements of NYCRR 500.13 within New York state’s cyber security regulation for all producers writing business in New York state. 2 pages
Creating a third-party service provider security policy—how to comply with Section 500.11 of New York’s cyber security regulation
A discussion of the requirements of New York’s cyber security Regulation Section 500.11 with a questionnaire to assist in complying. 1 page
Cybersecurity: Play offense for your defense
An overview of the steps you can take to protect your agency from a cyber-attack. 2 pages
New ways to outwit hackers—strategic cybersecurity recommendations
Offers some suggestions and recommendations for a strategic approach to cybersecurity. 3 pages
Cyberattacks: What every agency and small business owner should know
Tips to ensure agency security from a cyberattack. 2 pages
Multi-factor authentication
This document gives an overview of what multi-factor authentication is and why it is so important. 1 page
Capacity enhancement guide—implementing strong authentication
This guide discusses the importance of implementing strong authentication. 9 pages
Understanding the true costs of data breaches
Offers a discussion of legal liabilities following a data breach. 3 pages
Watch out for those (cyber) exposures
Cyber exposures have evolved over the last few years. It’s important for agents to keep clients informed about new exposures and how to protect themselves from these types of threats. 3 pages
Managing risks with cyber liability policies
A discussion of cyber liability policies, sublimits, exclusions, and how understanding these requirements can help clients manage their risks and minimize the impact on their operations. 3 pages
How do I advise my clients on what matters most? An insurance agent’s guide to cybersecurity
A discussion about the things that you and your insureds can do to protect yourselves from a cyber attack. 5 pages