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Joyce King

Ep. 190: Staffing Your Compliance Team: From Zero Knowledge to Expert in the Field

November 10, 2020 by Spot On Insurance

Shownotes JoAnn Del Gatto is the Vice President of Education and Compliance at The Surplus Lines Association of California, and Joyce King is ILSA’s Special Project Administrator. Joyce King has worked with ILSA since 2005, specializing in surplus lines tax filing requirements. JoAnn also serves as a Regulatory Risk and Compliance Consultant with Custom Compliance Solutions, …

Read moreEp. 190: Staffing Your Compliance Team: From Zero Knowledge to Expert in the Field

Ep. 189: Compliance Due Diligence: The Missing Piece of Insurance M&A

November 3, 2020 by Spot On Insurance

Shownotes Joyce King is ILSA’s Special Project Administrator, and Jo Ann Del Gatto is the Vice President of Education and Compliance at The Surplus Lines Association of California. Joyce has been with ILSA since 2005 and specializes in surplus lines tax filing requirements. Jo Ann is described as someone who is solutions-focused, an expert in strategic …

Read moreEp. 189: Compliance Due Diligence: The Missing Piece of Insurance M&A

Affiliations and Terminations | CDD

September 12, 2019 by Spot On Insurance

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Joyce King, Quality Assurance Administrator for Insurance Licensing Services of America, Inc. (ILSA) shares her dos and don’ts for affiliations and terminations.  Her secret for success: Keep your affiliations up to date.  When an agent joins your team or …

Read moreAffiliations and Terminations | CDD

State Processing Times | CDD

June 6, 2019 by Spot On Insurance

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Insurance Licensing Services of America’s, Joyce King, shares her dos and don’ts for accommodating state processing times.  Her secret for success: Be proactive, especially when applying in the “Big States” (California, Texas, New York, and Florida) or states like Massachusetts …

Read moreState Processing Times | CDD

DBAs – Corporate and Individual | CDD

April 18, 2019 by Spot On Insurance

Shownotes Welcome to Compliance Dos & Don’ts, where experts share their licensing and compliance knowledge.  Today, Joyce King, the Quality Assurance Administrator for ILSA, shares her dos and don’ts for Doing Business As names or DBAs.  Her secret for success: Be sure that the name you want to use is available everywhere you want to …

Read moreDBAs – Corporate and Individual | CDD

Name Changes – Individual & Corporate | CDD

February 21, 2019 by Spot On Insurance

ILSA’s Quality Assurance Administrator, Joyce King, shares her dos and don’ts for individual and corporate name changes and her secret for success.

Read moreName Changes – Individual & Corporate | CDD

Ep. 55: Agency for Sale: Prep Before You Bail

April 10, 2018 by Spot On Insurance

Joyce King provides wisdom regarding mergers and acquisitions, the documents the agent needs to prepare, as well as the entities the agent needs to pay attention to when it comes to compliance.

Read moreEp. 55: Agency for Sale: Prep Before You Bail

Ep. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)

January 30, 2018 by Spot On Insurance

Joyce King discusses the topics of budgeting, expansion and withdrawal. She shares the critical points to remember for your compliance budget and why this is the first thing an agency should plan for every year. She also shares her advice regarding state expansion and state withdrawal and which states make it more difficult.

Read moreEp. 45: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 2)

Ep. 44: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 1)

January 23, 2018 by Spot On Insurance

Joyce King discusses the various things insurance agency owners need to be aware of regarding licensing and compliance while creating their yearly budgets.

Read moreEp. 44: Planning your Licensing Year – Marketing Strategy, Licenses, Budget (Part 1)

Ep. 29: Mergers & Acquisitions Licensing & Compliance

November 7, 2017 by Spot On Insurance

Joyce King discusses licensing and compliance issues as they relate to mergers and acquisitions. She shares scenarios of what happens when you prioritize licensing and compliance, and explains what happens when you don’t.

Read moreEp. 29: Mergers & Acquisitions Licensing & Compliance

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