Insights

Topic: Insurance Agencies

3 guides related to Insurance Agencies.

Certificates of Insurance: A Request Workflow for Insurance Agencies

How independent insurance agencies handle certificate of insurance requests quickly and accurately with a remote service assistant and clear rules.

Read the guide →Industry Playbooks

The Insurance Agency Renewal Workflow: 90/60/30 Days, Step by Step

A step-by-step renewal workflow for independent insurance agencies, showing which tasks a non-licensed assistant can own and which stay with licensed staff.

Read the guide →Security & Compliance

The FTC Safeguards Rule: A Plain-English Overview for Small Firms Using Assistants

A plain-English overview of the FTC Safeguards Rule for small financial firms — tax preparers, mortgage brokers, dealers and others — and how it affects working with remote assistants.

Read the guide →