QuickSource materials are available to PIA members only if you have not registered for MEMBER ONLY services from PIA click here now.
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
Commission and disclosure
How to make the secondary disclosure ("disclosure upon request") required by Regulation 194—"Producer Compensation Transparency"
A comprehensive review of New York Regulation 194 secondary disclosure requirements with applicable approved forms. 17 pages
How to make the initial disclosure required by Regulation 194—"Producer Compensation Transparency"
A comprehensive review of New York State Insurance Department Regulation 194 primary disclosure requirements. 8 pages
New York state’s compensation disclosure requirements
A comprehensive review of the compensation disclosure requirements for insurance agents and brokers in New York for property/casualty insurance transactions. 12 pages
What?s going on with contingent compensation?
A comprehensive question-and-answer piece on the recent changes happening with contingent compensation. 26 pages
Hard markets and commission cuts: What can producers do?
This resource kit discusses what to look for in agency contracts and other strategies that producers can use when faced with hard markets and commission cuts. 3 pages
Agents’ primer: Premium trust accounts and commissions
This resource kit outlines some of the most important considerations when complying with all the legal responsibilities related to premium trust accounts and commissions. 2 pages
Insurance carrier dos and don’ts—commission cuts
Reviewing agency agreements before signing will help ensure that your agency knows what the commission levels are, how those levels can change, and when they may change. 2 pages