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  1. Determining agency value—part 4 | QuickSource

    Fourth in a series covering agency valuation and determining the cost of capital. 3 pages

  2. Determining agency value—part 5 | QuickSource

    Fifth in a series that applies the direct capitalization method to a hypothetical agency for easy understanding. 6 pages

  3. Agency policy and procedure manual | QuickSource

    Sample agency procedure manual that can be used as a starting point to individualize one for your particular agency’s needs....

  4. PIA’s Agency/Company Appointment Program and Appointment Access Program | QuickSource

    Brochure on PIA’s Agency/Company Appointment and Appointment Access Programs that assist members, carriers, MGAs, and GAs in finding each other...

  5. Agency diversification—working with financial planners | QuickSource

    Overviews the benefits of financial planners and what to look for in choosing one. 2 pages

  6. Insurance guaranty associations in Vermont | QuickSource

    An outline of the Vermont Property and Casualty Insurance Guaranty Association Act and the insurance guaranty associations available in Vermont....

  7. New York Department of Financial Services announces that spousal liability coverage on personal and commercial automobile insurance policies is back...

    Overviews the New York State Department of Financial Services regulation and circular letter giving direction to the auto insurance industry...

  8. Before saying yes to a loan, be sure to see your professional insurance agent—force-placed insurance | QuickSource

    Consumer flier discussing bank loans and the requirement for insurance. Defines force-placed insurance. 1 page

  9. Electronic recordkeeping regulations | QuickSource

    The actual New Jersey regulation that governs electronic recordkeeping requirements for insurance producers. 9 pages

  10. Sample market withdrawal letter | QuickSource

    A sample letter agents can send to their clients about an upcoming company withdrawal, which explains to the clients what...