PA 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
Fiduciary Duties - Information on your fiduciary duties such as commingling funds, setting up a premium deposit account and maximizing FDIC protection
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
