Effective January 1, 2024, California has updated conditions under which the organization license number must be included in an email for both Residents and Nonresidents.

A licensee's license number must be included in emails that involve activity requiring licensure.  The license number must:

     a.   be in a type size that is no smaller than the largest of

          any phone number, street address, or email address of

          the person included in the email;

     b.   if an individual licensee, appear next to or on the line

          below the individual's name or title; and

     c.   if an organizational license, appear next to or on the

          line below the organization's name if the email is sent

          from the organization and not an individual licensee.

Our compliance experts are constantly searching for and analyzing industry updates. Their findings are then recorded in the Regulatory Updates section of the Compliance Library to explain how the update impacts the insurance industry. If a change impacts an AgentSync product, this will be highlighted to inform you that the product is being updated to ensure you remain in compliance.