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As far as technology, I'd probably look at TeamViewer. It's free (for non-commercial use, but I won't tell them if you won't)
So you use the software for your business knowing full well that it is not free for commercial use?
Many states require agents to take a short CE class on ethics.
After reading the above, I understand why.
I have yet to see the insurance ethics ce that talks about pirated software or using software outside what it was intended.
Since I am a one man shop, and I do business in my own name, anything I use for personal or business use is the same.
There's another benefit to being independent: no software compliance Nazis in your agency.
(I majored in English in college!!)
Ha. No wonder you are at NYL.
You are so full of ****