Compliance Dos and Don’ts: Multi State Filings Compliance During Agency Growth
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.