Resources for independent agents
Learn how independent agencies actually run.
Editorial guides on insurance compliance, operations, and growth — written for independent agents and reviewed against primary sources, not LinkedIn advice columns.
Compliance Hub
Insurance Agency Compliance Guide
The plain-English hub for marketing, recordkeeping, and AI content rules independent agencies actually have to follow.
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Tennessee Insurance Compliance
Marketing, advertising, and recordkeeping rules Tennessee independent agents need to know.
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Texas Insurance Compliance
TDI advertising rules, licensing requirements, and recordkeeping obligations for Texas agents.
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Florida Insurance Compliance
Advertising, marketing, and recordkeeping rules Florida agents actually have to follow.
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Georgia Insurance Compliance
OCI advertising standards and recordkeeping for Georgia property, casualty, and life agents.
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Ohio Insurance Compliance
ODI advertising rules, licensing, CE, and recordkeeping requirements for Ohio agents.
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North Carolina Insurance Compliance
NCDOI advertising rules, licensing, CE, and recordkeeping requirements for North Carolina agents.
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Arizona Insurance Compliance
DIFI advertising rules, licensing, CE, and recordkeeping requirements for Arizona agents.
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Colorado Insurance Compliance
CDI advertising rules, SB 24-205 AI disclosure scope, licensing, CE, and recordkeeping for Colorado agents.
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Illinois Insurance Compliance
IDOI advertising rules, AI content approval workflow, licensing, CE, and recordkeeping for Illinois agents.
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Wisconsin Insurance Compliance
OCI advertising rules, Ins 3.39(24)(g) Medigap hard stop, licensing, CE, and recordkeeping for Wisconsin agents.
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Iowa Insurance Compliance
IID advertising rules, federal crop insurance dual compliance, licensing, CE, and recordkeeping for Iowa agents.
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California Insurance Compliance
CDI advertising rules, Medigap birthday rule, dual-regulator structure, and recordkeeping for California agents.
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New York Insurance Compliance
DFS advertising rules, continuous guaranteed-issue Medigap, community rating, and recordkeeping for New York agents.
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Pennsylvania Insurance Compliance
PID advertising rules, Act 99 annuity best-interest, § 89.778 disabled enrollee pricing, and recordkeeping for Pennsylvania agents.
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Michigan Insurance Compliance
DIFS advertising rules, MCL § 500.2007 standards, DIFS Advertising Guidelines, and recordkeeping for Michigan agents.
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Virginia Insurance Compliance
SCC Bureau of Insurance advertising rules, 2025 Medigap birthday rule, 14VAC5-45 annuity standard, and recordkeeping for Virginia agents.
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Minnesota Insurance Compliance
Minnesota Commerce advertising rules, Medigap community rating, under-65 guaranteed issue, and recordkeeping for Minnesota agents.
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Missouri Insurance Compliance
Missouri DOI advertising rules, the unique Medigap Anniversary Rule, NAIC Model #275 annuity standard, and recordkeeping for Missouri agents.
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Indiana Insurance Compliance
IDOI advertising rules, HEA 1260 symmetric Medigap birthday rule, NAIC Model 651, and recordkeeping for Indiana agents.
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Washington Insurance Compliance
OIC advertising rules, WAC 284-23-390 annuity best-interest standard, Medigap community rating, and recordkeeping for Washington agents.
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