Where must agents keep records associated with insurance transactions?

Agents must keep records associated with insurance transactions in a secure and organized manner, typically in a dedicated office or electronic filing system that complies with regulatory requirements. These records should be easily accessible for review by regulatory bodies and for the agent's own reference. Additionally, many jurisdictions have specific retention periods for different types of records that agents must adhere to. It's also important to ensure that sensitive information is protected in accordance with privacy laws.