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  1. The Montrose filing | QuickSource

    In response to legal developments, such as the Montrose case in California, ISO revised its commercial policies in 1999 to...

  2. Privacy and the professional insurance producer | QuickSource

    Detailed discussion of the Gramm-Leach-Bliley law and other New Hampshire privacy requirements for insurance producers. Also includes sample forms. 30...

  3. 2025 WC overall rate level decreases 6.9% | QuickSource

    New Jersey Compensation Rating and Inspection Bureau circular letters, manual amendment bulletins, and advisory bulletins that explain the rate revisions,...

  4. Living trusts | QuickSource

    In-depth analysis of living trusts—how they would affect homeowners and personal auto coverage, as well as probate procedures. 5 pages

  5. Can you afford to acquire an agency? | QuickSource

    Addresses questions a potential agency buyer would want to answer to be sure they are financially able to make the...

  6. Reviewing agency agreements—PIA offers producers a few tips | QuickSource

    Tips on things producers should look for when reviewing company/agency agreements, such as agent’s authority, indemnification, compensation, termination, and warranties....

  7. New business presentations—12 tips for connecting with prospects | QuickSource

    A series of tips agents can use to improve their ability to connect with their prospects. 4 pages

  8. What’s the score?—insurance scores, motor vehicle reports, credit reports, and their compliance issues | QuickSource

    Definition of insurance scoring and how it is legally used to aid insurers in underwriting acceptability as well as how...

  9. It’s more than who owns the book of business | QuickSource

    The issue of who owns a book of business goes beyond carrier-agency relationships. This resource kit discusses the different types...

  10. Connecticut agency termination—what are your rights? | QuickSource

    An in-depth guide to agent’s rights when faced with an agency termination with an emphasis on laws and regulations regarding...