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  1. Sample life insurance coverage checklist | QuickSource

    A sample checklist that you can use when reviewing life insurance exposures with your clients. 2 pages

  2. Chapter 137—HB 419-FN—Insurance certificates | QuickSource

    A New Hampshire Insurance Department bulletin outlining the changes regarding issuance of insurance certificates. 2 pages

  3. Cyber security insurance—what is it and why do I need it? | QuickSource

    A consumer flyer outlining the exposures that a business faces when it comes to cyber security risks. 2 pages

  4. New York cyber security regulation compliance checklist—limited exemption entities | QuickSource

    A comprehensive checklist for those who meet the limited exemption, outlining their responsibilities under the cyber security regulation. 1 page

  5. New York State Department of Financial Services Opinion of General Counsel 04-12-03: Permissible duties of unlicensed customer service representatives |...

    This resource kit outlines what activities unlicensed employees and officers of the agency can engage in. 6 pages

  6. Maximize customer relationships in an unpredictable economy | QuickSource

    Some popular methods in today’s tough economy to retain good customers. 3 pages

  7. New York’s prejudice standard for late-notice claim denials | QuickSource

    This resource kit discusses a law which imposes a prejudice requirement on insurers who seek to disclaim coverage based upon...

  8. Placing business with wholesalers | QuickSource

    Offers tips on what to look for when placing business through a wholesaler. 4 pages

  9. Three effective strategies to fuel growth during these turbulent market conditions | QuickSource

    This resource kit offers strategies for agencies to increase growth during difficult market conditions. 3 pages

  10. Creating a third-party service provider security policy—how to comply with Section 500.11 of New York’s cyber security regulation | QuickSource

    A discussion of the requirements of New York’s cyber security Regulation Section 500.11 with a questionnaire to assist in complying....