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  1. PIACT’s education schedule | QuickSource

    Annual education schedule. Includes locations, costs, etc. 4 pages

  2. Consumer report card on health insurance carriers in Connecticut | QuickSource

    Connecticut Insurance Department overviews the managed care organizations within the state and offers a comparison of the liability coverage, number...

  3. Customer service survey | QuickSource

    Sample survey you can send to clients, copied on your agency letterhead, to allow them to rate your office service,...

  4. New Jersey rules on management of funds and recordkeeping | QuickSource

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

  5. New Hampshire rebating requirements | QuickSource

    Discussion of New Hampshire’s rebating requirements and how it is one of the easiest and most common ways for an...

  6. Tax implications—buying and selling agencies | QuickSource

    Factors to consider when buying or selling an agency that will help to maximize the dollar amount the seller will...

  7. New York workers’ compensation reporting requirements (Section 110) | QuickSource

    Summarizes the New York state workers’ compensation reporting requirements for an employee injured on the job and provides the necessary...

  8. Your New York premium account requirements | QuickSource

    Outlines an insurance professional’s obligations relating to holding money in a fiduciary capacity and includes a discussion of the applicable...

  9. New-hire reporting | QuickSource

    Gives important information from the New York State Department of Taxation and Finance on how to handle new employee tax...

  10. New York state notary public information | QuickSource

    Complete packet on licensing information to obtain a notary public license in New York state. 27 pages

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