Guides
Free, source-linked guides for independent insurance agencies and CPA firms. Each one cites the official text it relies on.
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- CAN-SPAM for agency and CPA client newsletters: a plain-English checklist
Does CAN-SPAM apply to the newsletter your insurance agency or CPA firm emails to clients? What the FTC says about commercial vs relationship email, the seven requirements, and a pre-send checklist.
- Client newsletter topics for independent insurance agencies: a seasonal calendar with sources
Twelve months of client newsletter topics for independent insurance agencies, each tied to an official source: flood waiting periods, hurricane season, Fire Prevention Week, holiday cooking fires and more.
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