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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
Automation/technology issues
Electronic recordkeeping regulations
The actual New Jersey regulation that governs electronic recordkeeping requirements for insurance producers. 9 pages
Electronic signatures and records in New York state
Provides the actual text of New York state’s Electronic Signatures and Records Act, Part 540. 6 pages
Copyrights, disclosures, and disclaimers
Provides sample verbiage for disclosures and disclaimers that may be included on an insurance producer’s website. 2 pages
Just image-n
Discusses how document imaging can be used to its fullest potential in easing agency workloads, improving client service, and assisting with marketing efforts. 3 pages
Productive insurer and agency relationships—a guide for insurance carriers and agents to support their shared goal of providing a great client experience
An ACORD-User Group Information Exchange guide to assist agency principals, agency staff, and insurers to work together toward common goals, increasing efficiency, and technology workflows. 13 pages
Do you have a procedure for handling emails from your clients?
Discusses the need to have a plan in place that your staff can follow for handling incoming/outgoing emails. 2 pages
An agency guide to premium-comparison systems—third edition
A comprehensive resource that helps producers understand key workflow and technology issues surrounding multiple-company comparative rating for those who are looking to boost agency profitability and customer service. 93 pages
Technology-related terms
A comprehensive list of technology-related terms and their applicable definitions. 15 pages
Multi-company (comparative) rating: an optimal workflow
This report focuses on a workflow designed to incorporate third-party reports into the rating process and recommendations for the next steps to take. 12 pages
Developing social-media policies for your agency
Helps create a strategy and agency policies for bringing social media into your agency. 4 pages
Use technology to help run your business more efficiently
A review of technology-related tools, such as Zillow, that assist in agency workflow efficiency. 4 pages
Cloud-computing vendors
A listing of vendors that offer cloud-computing services. 2 pages
Technology use in your agency
Addresses the use of agency technology by customer service representatives. 2 pages
Maximizing mobile: from good idea to must do
This resource kit discusses the benefits of having a mobile app available for your clients. 2 pages
Automate social-media marketing
This resource kit outlines automating social-media marketing and provides some tips for getting started. 3 pages
I have issues ...
This resource kit is a discussion on the topic of online purchasing and binding of insurance policies. 2 pages
Embracing technology with the instant satisfaction generation
This resource kit discusses how investing in technology can increase an agency’s efficiency level. 2 pages
Your agency needs a little push—take advantage of marketing micro-moments with the power of push notifications
This resource kit talks about using push notifications for marketing and how they are among the fastest ways to get a message in front of your audience. 2 pages
Do you need an upgrade?
This resource kit talks about the importance of installing software updates when you receive them. These updates help prevent your computer from being vulnerable to attacks from outside sources and ensures the system is running to the best of its ability. 1 page
Is your agency’s website accessible to the blind?
Courts consider websites to be “places of public accommodation,” which makes them accountable to the ADA. Is your website accessible? 2 pages
It’s time for a button … the Buy Button
This resource kit offers information on PIA’s Buy Button initiative. 1 page
Social-media advertising ’Bachelor’ style
A sampling of the advertising rules agencies should be aware of when creating social-media marketing. 2 pages
BeyoncADA
This resource kits discusses the importance of making your website ADA compliant. 3 pages
Who’s liable for a website’s content?
A discussion on website liability, who is responsible for a website’s content. 2 pages
Everyone is texting for everything—meet your clients’ communications expectations
An discussion on the demand for texting and how using it can be a vital tool for communicating with your clients. 3 pages
Firms that offer multifactor authentication services
A listing of firms that offer multfactor authenication services for businesses. 1 page
Firms that offer business-specific cyber security training for businesses
A listing of firms that offer business-specific cyber security training services for businesses. 1 page
Sonic screwdriver of Skynet? Generative AI and CX
This resource kit discusses different ways AI can provide clients with enhanced services, such as immediate assistance, assisting with claims processing, and much more. 2 pages
Technology can build and maintain strong customer relationships
A document offering some tech solutions that can help you build and maintain those vital customer relationships. 2 pages
Use ChatGPT to make money—Understand this AI tool and how it can benefit your agency
This resource gives an overview of ChatGPT and way to use it to benefit your agency. 4 pages