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MD Agency Management

Here you will find resources, products and services you need to maintain compliance while effectively run your agency.

  • Background Checks - Why agencies should conduct background checks on their employees and how to begin this process in your agency

  • Human Resources - Tips, tools and products for implementing good management practices and maintaining compliance with state and federal laws

  • Marketing/Branding - Consumer brochures, national branding programs and market-share data to keep your agency thriving

  • Record Retention - Information and guidelines on how long your agency should maintain paper and/or electronic files

  • Services - Discounted products and services to aid in day-to-day agency operations

  • Wholesaler agreements (MGAs or E&S) - a checklist of provisions to look out for in a wholesaler-producer agreement