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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Record retention

QS28039

New Hampshire record retention requirements

Outlines Senate Bill 73, which relates to record retention requirements for insurers and producers. 1 page

QS29185

New Jersey rules on management of funds and recordkeeping

An in-depth how-to on the proper management of funds and information on the basic recordkeeping requirements including electronic recordkeeping. 6 pages

QS31027

New York state’s insurance record retention requirements/electronic recordkeeping

An overview of the statutes and regulations covering record retention by agents, brokers and consultants. 17 pages