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Former California Insurance Agent Convicted After Stealing $3.7M

Insurance Journal

A former insurance agent plead guilty to stealing premium from a premium finance company. Formerly licensed insurance agent Tonja Van Roy, 59, who currently resides in Las Vegas, but operated an insurance agency based in Northridge, California, pleaded guilty today …

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Crimes Against Customers: Part 3 – Technology Crimes

Insurance Journal

Insurance compliance is serious business. Falling out of compliance can have real consequences for everyone from insurance agencies, carriers, MGAs, and MGUs, to individual producers, adjusters, and dually licensed broker-dealers. This post is part of a series sponsored by AgentSync.

Crime 246
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Crimes Against Customers: Part 1 – Financial Crimes

Insurance Journal

Insurance compliance is serious business. Falling out of compliance can have real consequences for everyone from insurance agencies, carriers, MGAs, and MGUs, to individual producers, adjusters, and dually licensed broker-dealers. This post is part of a series sponsored by AgentSync.

Crime 244
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Optimizing Insurance Agency Growth

PSM Brokerage

Know what youre stepping into: Startup Expenses: Licensing, branding, marketing, and initial hires. Exploring Scalable Business Models Theres no one-size-fits-all path, but here are a few proven models for agency growth: LOA (Licensed-Only Agent) Model: Hire producers under your brand.

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Breaking Open the Compliance Black Box: How M3 Insurance Took Back Control of Producer Licensing with AgentSync

Insurance Journal

When M3 Insurance began rapidly expanding its distribution channels, its existing licensing process wasn’t just inefficient: It was becoming a serious obstacle to growth. The Wisconsin-based insurance agency needed a … This post is part of a series sponsored by AgentSync.

License 130
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Florida CFO Issues Order Allowing Agency Customer Reps to Work Remotely

Insurance Journal

Florida law requires insurance agencies’ customer service representatives to work only at the agency office. But with another hurricane headed toward the state, and much of the western part of the state under evacuation orders, Florida’s chief financial officer has …

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Trucordia Acquires Insurance Business of Boater’s Insurance in California

Insurance Journal

Trucordia acquired the insurance business of Boater’s Insurance Agency in the San Francisco Bay Area. Boater’s Insurance Agency specializes in providing insurance services within the marine industry. The firm is licensed in 50 states.