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 - May 2026
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Season 2026
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Episode 14
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Audio version of Claire-ification, a column from IA&B's May 2026 edition of Primary Agent magazine.
This month's question is:
While transitioning paper files from a purchased agency into our management system, I discovered some in-force policies without signed applications. How should I handle this?