The concept of trust account (TA) management has no meaning to many professionals, or they have no uniform understanding of...
Articles by Chris Marinescu and Emma Hart
Unlike other sales and service companies, independent insurance agencies have a management function in their daily operations. Most property and...
Unlike other sales and service companies, independent insurance agencies have a management function in their daily operations. Most property and...
California Insurance Code requires property and casualty insurance agencies to receive premiums and return premiums in a fiduciary capacity. Return...
California Insurance Code requires P/C insurance agencies to receive premium funds in a fiduciary capacity. Producer agencies are allowed to...