PRIMARY AGENT MAGAZINE How to be well schooled in privacy compliance For insurance producers – and agencies as a whole – privacy compliance has become an ever-expanding web of standards and rules, mandates and regulations. Goodbye, days of simply shredding MVRs and calling it a day. Today you need programs in place and policies under constant review. Misstep (even by ignorance), and you’ll pay.
Page 14 Privacy audit These questions provide teachable moments: locating where your agency makes the grade … and where you ought to hit the books.
Member profile Much like Mother Nature did with snow, new federal regulations buried Health producers in privacy responsibilities last February. Tom Thorne, of IA&Bmember John Yurconic Agency, explains how the agency responded.
In every issue Mission Statement Primary Agent delivers ideas to help Insurance Agents & Brokers’ members negotiate their unique position as guardians of trust between insurance consumers and companies while facing the challenges of maintaining a small business. Primary Agent also supports IA&B’s mission to preserve and advocate the American Agency System.
4 5 6 8 11 12
Chair of the Board’s Message Member FAQ State News Preventing Errors & Omissions Glance at Events Coverage Corner
23 24 28 28 28
IA&B Partners Technology Update Advertisers Index Classified Ads Last & Least
Subscriptions: Non-member price: $2.25 per copy or $15 per year. All communications for publications, including news, features, advertising copy, cuts, etc., must reach the editor by 1st of month two months prior to publication. Advertising rates furnished upon request. Address inquiries to: Primary Agent Editor PO Box 2023 Mechanicsburg, PA 17055-0763 Phone (800) 998-9644 or (717) 795-9100 Fax (717) 795-8347 Periodical postage paid at Mechanicsburg, Pa. and additional entry post office. Postmaster: Send address changes to above address. Primary Agent (ISSN 1543-3110), Permit # 638-620, Issue # 2010-8) is published monthly by IA&B Service Group Inc., a subsidiary of IA&B.
Copyright 2010. All rights reserved. No material may be reproduced in whole or in part without written consent of the publisher. The information in this publication is general in nature and is not intended to serve as legal, accounting, financial, insurance, investment advisory or other professional advice as to any reader’s particular situation. Users are encouraged to consult with competent legal, financial, insurance, investment advisory and or other professional advisors concerning specific matters before making any decisions and we disclaim any responsibility for any decisions or actions by readers. Statements of fact and opinion in Primary Agent are the responsibility of the authors alone and do not imply an opinion on the part of the officers or the members of the IA&B. Participation in IA&B events, activities and/or publications is available on a non-discriminatory basis and does not reflect IA&B endorsement of the products and/or services.
Primary Agent - August 2010 - PA Edition