Individuals who are fully covered under a firm’s program are broadly exempt.
Speakers include Howard Greene of the Excess Line Association of New York and Joe Yetto of TAG Solutions.
Only some requirements must be complied with for the initial February 15, 2018 certification.
The actual drafting of the program should be done in steps. It becomes another plan for the organization, comparable to sales, marketing and other plans that collectively drive the business and shape the work environment.
Simply working in chronological order based on compliance dates may not be the best way to start.