Insurance Agents & Brokers (IA&B)
Official podcast of the Insurance Agents & Brokers (IA&B) association, the premier resource and champion for independent insurance agents in PA, MD, and DE.
Insurance Agents & Brokers (IA&B)
Claire-ification - February 2025
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IA&B
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Season 2025
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Episode 4
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Audio version of the Claire-ification column from IA&B's February 2025 edition of Primary Agent magazine.
The question for this month is: When a customer leaves, what are the legal requirements for continuing access to policy documents through a company portal?