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  1. Privacy and the professional insurance producer | QuickSource

    A comprehensive guide to privacy issues as pertains to the insurance professional including information on the Gramm-Leach-Bliley Act and the...

  2. Want new ways to outwit hacks?—cybersecurity 2024 | QuickSource

    Offers some suggestions and recommendations for a strategic approach to cybersecurity. 3 pages

  3. Funding a deal—it’s important to make sure financing is in place before approaching a potential acquisition target | QuickSource

    A discussion on why it is important to take time to consider your funding strategy up front when embarking on...

  4. Technology can build and maintain strong customer relationships | QuickSource

    A document offering some tech solutions that can help you build and maintain those vital customer relationships. 2 pages

  5. COVID-19 preparedness checklist | QuickSource

    A comprehensive checklist for an agency to record their preventative measures associated with the COVID-19 virus. 2 pages

  6. What you need to know about Adirondack Insurance Exchange and Mountain Valley’s exit from the New York market | QuickSource

    A comprehensive consumer flyer outlining what clients can expect with Adirondack and Mountain Valley’s exit. 1 page

  7. New Jersey Minimum Wage Law | QuickSource

    An overview of the New Jersey Minimum Wage Law, which was signed into law on Feb. 4, 2019. 2 pages

  8. A guide to Massachusetts’ nonresident licensing | QuickSource

    A go-to-guide for obtaining and renewing a nonresident individual or business entity license in Massachusetts. 4 pages

  9. Think beyond disasters ... | QuickSource

    A handy resource kit to assist agents thinking about their agency’s level of preparedness and how to become better prepared....

  10. Cybersecurity: play offense for your defense | QuickSource

    An overview of steps you can take to protect your agency from a cyber attack. 2 pages