Spot On Insurance

Resident State Change | CDD

by

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, ILSA’s Intake Supervisor Amanda Theiss shares her dos and don’ts for resident state changes.  Her secret for success: Contact the insurance departments in BOTH your “old” and “new” resident states to learn their requirements before you begin. And if …

Read moreResident State Change | CDD

Designated Producer Changes | CDD

by

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Amanda Theiss, a supervisor in the Licensing Department at ILSA, Inc., shares her dos and don’ts for affiliating a designated producer.  Her secret for success: Where possible, have two designated producers – or at least have a back-up in …

Read moreDesignated Producer Changes | CDD