Yearly Archives: 2023

Boost Your Operations with an Operational Agency Evaluation

​Written by: Cindy Scharf, Agency Consultant & Corporate Project Manager Our Operational Agency Evaluation is FREE!  It's so simple to take the evaluation; and answer a series of questions on your agency operations.You'll receive a customized report including recommendations along with links to our products and services for Big I Members.  The report is broken down into sections for E&O Exposures; Operational Efficiency; Sales & Marketing;  and Management & HR.  In today's hard market, all these items are important to the success of each agency.In addition to the FREE recommendations, you'll receive a FREE half-hour virtual call to answer any questions you may have plus we'll show…

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BREAKING: NYSDFS Adopts Cyber Reg Changes

​The NYS Department of Financial Services this morning formally adopted changes to the cybersecurity regulation. This is something we have been anticipating for nearly 18 months. At the same time, it appears they may have emailed every licensed person for whom they have an email address to announce the adoption. You may have received this email. Here is what you need to know today: We are in the process of reviewing the final version of the amendments. This is the third version of the amendments DFS has published, and it is not identical to what they proposed earlier. ​Both previous versions stated that the earliest date compliance…

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Ready to End Mandatory CARCO Inspections? Grab a Pen and a Stamp…

A few months ago the NYS legislature passed our bill to end mandatory CARCO inspections for the next four years. We are urging the Governor to sign the bill swiftly, it still has not been called to her desk.Big I members have sent thousands of emails and petitions. Now we're going to get old-school: we're going to flood her office with letters. Why physical letters? It demonstrates a higher level of commitment, and gets attention (and they never get caught in the spam filter).Our goal is 250 letters mailed this week. I'm counting on you to pitch in.Copy and paste the below onto agency letterhead,…

Continue ReadingReady to End Mandatory CARCO Inspections? Grab a Pen and a Stamp…