ACT's mission is to bring the stakeholders in the independent insurance agency distribution system together to advance the use of the most effective business processes, practices and technologies, in order to enhance productivity, service, marketing, sales and security. A key focus for ACT is to keep informed on the strategic trends that will drive future consumer expectations and business opportunities.​

Latest and Most Popular Articles and Reports 
(See quick links at left for additional resources)

New Posts:

•  5 Ways Agency Principals Can Seize the Future

• Agency Preferences for Carrier Electronic Communications

Agency & Industry Planning:

• Business & Marketing Strategies for the Future (Report from February, 2013 ACT Meeting)
• Agency Pre-Planning Pays Off during Superstorm Sandy
• ACT & AUGIE Leaders Urge Industry to Embrace Key 2013 Technology Priorities
• 2012 Key Trends & Industry "Must Do" Issues
• How Consumers, Businesses & Agencies will Change
• Attributes of Successful Independent Agencies of the Future
• It's Time to update Your Disaster Plan

Agency Information Security:

• Keeping Agency Data Secure
• Agency Strategies to Send & Receive Personal Data Securely
• Agency Prototype Information Security Plan--Development Materials
• Protect Your Clients with Secure Email Using TLS
• "Bring Your Own Device” (BYOD) Opportunities & Risks 

Sales, Marketing, Websites & Social Media: 

• Marketing to the Connected Generation
• Why Google+ should be part of your agency's online strategy
• A Balanced Approach to Agency Marketing
• Sales & Servicing Strategies to Grow Your Agency's Business 
• Grow Your Agency and Improve Your Marketing by Tracking Metrics
• Build Engagement and Reach on Facebook--Know the algorithm
• Guide to Create an Agency Social Media Policy
• Using Social Media to Enhance Disaster Communication

Be Efficient -- Real Time, Download, Using Technology Effectively 

• ACORD's Guidelines for e-Signature & e-Delivery of Documents
• Top Improvements for Retail Agent-GA Workflows in the E&S Industry
• An Agency Case Study in Implementing Real Time--Benefits & Tips
• Agency Real-Time "Best Practice" Workflows & Implementation Strategies--Guidance for Carriers & Vendors
• AUGIE's Commercial Lines Download Agency Start-Up Guide
• Top 10 Reasons to Use an Agency Management System
• Best Practices Guide to Agency Business Processes & Information Management--includes sample P&C & Benefits Workflows
• Maintaining Policies Locally & Emailing Policies to Clients

Agency E&O--Technology Related

• E&O Considerations for the Automated Agency
• E&O Considerations when using Social Media
• Agency Website E&O Exposures
• Sample Website Disclaimers

 

 
ACT Executive Director Jeff Yates provides an overview of the group's 2013 agenda in podcast

Upcoming Live Webinars:

• None currently scheduled 
  

Recorded Webinars:

• Getting a Grip: How to manage your independent agency's social media
• Measuring Your Social Networking Success
• HIPAA-HITECH Requirements for Independent Agent "Business Associates"
• Creating a Successful Agency Website
• Facebook for Insurance Professionals