Data Retention Resources?

[Sara Lieser]

Does anyone have a recommendation for resources for a data retention policy?  I know that we can check our contracts w/carriers for their requirements.  Those of you who have a written policy - did you seek legal advice or produce it in-house?

[brinkerdana]

Ours came from the CA Insurance Agents Association and the CA Insurance Code.  It was really difficult to find in the Ins Code! 

[Jeff Zylstra]

Yes, your state Big "I" or PIA association will have one, and also your E&O carrier will have one for you as well.  Just call them and they'll be happy to help you.