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New: Instructions For Agencies Who Need To Get Re-Licensed

Abstract: The New York State Department of Financial Services has provided step-by-step instructions for agencies whose licenses have lapsed. Body: ​By law, all New York insurance agent and broker licenses issued to business entities expire on June 30 in odd-numbered years (for example, this past June 30.) We know that sometimes paperwork like licensing applications gets forgotten. Some agencies may have forgotten to renew their licenses last summer.The New York State Department of Financial Services has provided step-by-step instructions for agencies in this situation to download and follow.  Starting now, they are permanently posted under "Helpful Tools" on these pages in the Answer Center​ of…

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Beyond the AI 2.0 Era: Why Change Management is the New Core Competency

Abstract: HubSpot INBOUND 2025: AI was everywhere. But the conversation has shifted from AI as a tool to AI as an agent. Body: ​By: Nick Johnson, Director of Technology at Big I NYI just came back from HubSpot INBOUND 2025, and like most major conferences this year, AI was everywhere. But this wasn’t the same conversation we were having in 2023 or even 2024. It wasn’t about writing blog posts with ChatGPT or generating quick marketing copy.The conversation has shifted from AI as a tool → to AI as an agent.And the bigger shift? From efficiency hacks → to redefining how systems themselves operate.From Efficiency to OptimizationFor…

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Members + Advocacy = Big Win: 20% QBI Deduction Now Permanent

Abstract: Congress has passed legislation to make the federal 20% Qualified Business Income (QBI) deduction permanent for agencies structured as pass-through entities. Body: ​Thanks to the dedicated efforts of the Big "I" legislative team and the members who attended the 2025 Legislative Conference in Washington, D.C., Congress has passed legislation to make the federal 20% Qualified Business Income (QBI) deduction permanent for agencies structured as pass-through entities.To help quantify the impact of this significant advocacy achievement, Big "I" is conducting a brief, 3-question survey. If you are an agency owner operating as a pass-through entity, we encourage you to participate. The survey can be completed…

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