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Planning and Security

NEW SECURITY RESOURCE FOR INDEPENDENT AGENTS

7 Steps to Better Agency Tech Decisions

Remote Work Guide

Today, it's critical for every agency to be fully prepared for remote work – whether this entails staff being full-time remote or hybrid, working some days at home and some at the office. But how do you get started? What policies need to be created? What equipment or services are necessary to ensure a secure and productive work environment for your team at home, in the office, or on the road? This 'Remote Work Security Policy' from the ACT Security Issues work group provides a template outlining areas to cover, to help ensure success for your employees and your agency.

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New Big "I"/ACT Website Privacy Policy Template

Privacy is a hot-button issue of late. Coming on the heels of several major data breaches and data use scandals, state, federal and international legislators along with regulators are paying close attention to consumer privacy issues. One key component of any effective compliance program is an agency website privacy policy. ACT and the Big ‘I’ General Counsel have worked together to create a vetted ‘website privacy policy’ template which Big ‘I’ members can download and use on their websites. Note: You must be a Big 'I' member to access this resource.

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Agency Cyber Guide 3.0

Handling sensitive information is now one of the most critical responsibilities faced by the modern insurance agency. Independent insurance agents and brokers must properly collect and protect sensitive client information every day. The Agents Council for Technology (ACT) in cooperation with our carrier, vendor, and agent/broker members and has created this Agency Cyber Guide 3.0 for Big “I' independent agents and brokers. This Guide highlights the tools which are required for insurance agents to meet the mandated requirements of the Gramm-Leach-Bliley Act and other cyber laws.

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