Multi State Filings Compliance During Agency Growth | CDD

by | Apr 25, 2019

Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Safiya Reid, the Compliance & Reporting Manager for the PURE Group of Insurance Companies, shares her dos and don’ts for meeting diligent effort search requirements.  His secret for success: Fill out those diligent effort forms completely!

And if you only learn one thing from this podcast, let it be this: Have a plan in place to handle your compliance needs BEFORE you expand into new states.

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