AGENCY: Insurance Department

SERIES: 17040
TITLE: Insurance provider regulatory database
DATES: ca. 1985-
ARRANGEMENT: None

DESCRIPTION: This series is a database containing data on all licensed insurance agents, agencies, and companies doing business in Utah, along with reporting, inquiry, and some analysis capabilities. The agency maintains the database in order to track activity related to licensing of insurance providers. The information in the database is drawn from a number of sources, including several other record series. The information in the database includes data from the Debt revenue reports (series 21034), Daily receipt registers (series 2194), Individual insurance producer and insurance agency licensing records (series 81656), Consumer complaint files (series 81571), Insurance company application and renewal of certificate of authority (series 81658), Docket pleadings (series 17143), Individual insurer appointment records (series 81655), and Insurance agent termination of appointment records (series 5523).

RETENTION

Retain for 10 year(s) after expiration of permit or license

DISPOSITION

Destroy.

RETENTION AND DISPOSITION AUTHORIZATION

Retention and disposition for this series were specifically approved by the State Records Committee.

APPROVED: 06/2005

FORMAT MANAGEMENT

Computer data files: Retain in Office for 10 years after license becomes inactive and then delete.

APPRAISAL

Administrative Fiscal

PRIMARY DESIGNATION

Private. UCA 63G-2-302(2)(d) (2008)

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