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Tect Trends and Resources for the Independent Agent

News & Views

for the week of Jun 1

Insight + Analysis for the Independent Agent

Registration Open: Big ‘I’ Fall Leadership Conference
Register for the 2015 Big “I” Fall Leadership Conference in New Orleans on Sept. 30-Oct. 4 to enhance your leadership skills and network with your peers.

 
Customer Service Experience: Effective Prospecting
Learn best practices, marketing trends and referral strategies to make prospecting more customer-centric and efficient for agency growth.
How’s Your Perpetuation Planning?
Whether or not your agency is on track, IAmagazine.com offers a host of resources to help you keep tabs on industry perpetuation strategies.

 
Offer Travelers Office Pac to Professional Firm Clients
Through Big “I” Markets, you have free online access to Travelers Office Pac and Office Pac Plus, designed for a variety of professional service firms. 
Why Benchmark?
Use Big “I” Best Practices data to set your agency's direction through improvement goals and competition analysis.
Spotlight on Technology Consultant Professional Liability
Big "I" Markets partner A.J. Wayne & Associates offers broad products at competitive rates for one of the fastest-growing insurance markets.
What You Need to Know About Technology and the Customer Experience
Want to learn how to implement technology in each phase of the customer experience journey? The Big “I” Agents Council for Technology can help.
Don't Miss the New and Improved InVEST® Website
The new InVEST® website combines the two former InVEST sites and includes three separate sections for students, teachers and insurance professionals.
InVEST® Launches New Website and Free eBook
The new InVEST® website features resources for students, teachers and insurance professionals, including a free interactive eBook for students.
Refine the Customer Experience Journey
Join the Big “I” Agents Council for Technology for a webinar that will focus on how you can enhance every stage of the customer experience.
Need Hiring and Training Insights?
If workforce development or sales training is on your mind, check out the free resources available in Caliper’s online webinar library.
Pollution Exclusions: Read the Policy
Do you fully understand how ISO and carrier endorsements can create E&O exposures for your agency without careful inspection?
How Do Successful Producers Spend Their Time?
Turn to the Big "I" Best Practices program for meaningful, up-to-date insurance and producer benchmarks on time usage.
Agent Success Story: Commercial Lessors Risk
After gaining access to the Fireman's Fund Commercial Lessors Risk product through Big "I" Markets, Alexander Lerner has grown his book exponentially.
New Homeowner Wins Trusted Choice® Contest
Congratulations to Mel Parete, the winner of the Trusted Choice® New Homeowners Twitter Contest and a $500 gift card!
Is Your Agency Prepared for the Next Generation?
Perpetuation planning is no small feat. Need advice? Look no further than the June issue of IA magazine, now available on your iPad.
Turn to Travelers for Real Estate Agents E&O
In an ever-changing environment, the Travelers real estate agent and property manager E&O coverage is flexible enough to cover a wide variety of clients.
Stop Wasting Paper—Use DocuSign
Today, more than 450 Big “I” members across 44 states use DocuSign. Follow suit to streamline agency processes and save money.
Get Social with the Big ‘I’
Nearly 2,000 of your closest friends caught a glimpse of the “biggest young agent selfie ever” by following us on social media. Are you tuned in? The Big “I” is social.
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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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