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Tect Trends and Resources for the Independent Agent

News & Views

for the week of Sep 1

Insight + Analysis for the Independent Agent

Big ‘I’ Signs On to Estate Tax Letter
The Big "I" was one of many organizations to voice concerns about the potential impact of the "proposed minority discount rules" in the Internal Revenue Code.
Brush Up on NFIP Changes
Register for a two-hour webinar on Thursday, Oct. 27 to get the scoop on NFIP issues includingsubsidized rates, grandfathering, refunds and more.
Looking for a New Bond Market?
Kansas Bankers Surety's withdrawal from bank insurance sales has left many banks looking for a new surety market. Goldleaf Surety can help.
DocuSign Webinar Series Wraps Up Oct. 13
Register for the third and final installment of DocuSign's complimentary webinar series and learn why digital customer service is the way to go.
InVEST® Announces Teacher of the Year
Monique Colizzi teaches InVEST® courses at Charlotte High School in Charlotte, Michigan, in addition to performing various roles in her community.
Big ‘I’ Names Vice President for Federal Government Affairs
Jen McPhillips previously served as assistant vice president for federal government affairs and the top Democrat lobbyist for the association.
Washington Executive Receives Spirit of Education Award
Susan Scott has served for 37 years as senior vice president of education at the Independent Insurance Agents & Brokers of Washington.
Team Up With Goldleaf Surety Services
Producers and CSRs often face steep learning curves when securing surety bonds. Big "I" Markets' partner Goldleaf Surety Services is here to help.
Report Illegal Big 'I' Logo Usage
The Big "I" Office of General Counsel recently found out that a company was using the Big "I" logo without authorization.
Tune In to Next Week’s DocuSign Webinar
Register for the second installment of a three-part webinar series on Sept. 20 and learn how to use DocuSign to create a digital workforce.
Meet Your New Leadership Team
Last week, the Big "I" installed Spencer Houldin, Vaughn Graham, Joe Leahy and John Costello in new roles on the association’s Executive Committee.
Congratulations to Outstanding YACs
At last week's Fall Leadership Conference, the Big "I" national Young Agents Committee presented 10 awards to committees for outstanding young agent service
Big ‘I’ Issues 2016 Excellence in Insurance Education Awards
These awards recognize state associations and staff that have made significant contributions to education for their members and the industry.
InVEST® Presents Dallas Executive with Dach Award
Tammy Land, executive director of Independent Insurance Agents of Dallas, received the award for her tremendous contributions to InVEST®.
Learn How to Empower Women Leaders
Join Caliper on Tuesday, Sept. 20 at noon ET for a free webinar, Empowering Women Leaders: Research-Based Approaches that Deliver Results.
The Power of 30 Seconds™
The first 30 seconds of any inbound sales call sets the tone for the entire customer experience. Trusted Choice® can help you make those seconds count.
Trusted Choice® Raises $150,000 for Make-A-Wish®
​Trusted Choice® exceeded its goal of 15,000 Facebook shares last month, completing its sixth annual social media campaign with another $150,000 donation to Make-A-Wish®.
Download a Customizable PUP Declination Form
The Big "I" has developed a customizable declination form you can use to document when you've offered personal umbrella coverage to your clients.
How Long Should You Retain Records?
Swiss Re Corporate Solutions and the Big "I" have updated record retention guidelines to address factors for agents to consider when determining the best policy for their agencies.
Part 2 of 3: DocuSign Webinar Series Continues
Register for the second installment of a three-part webinar series designed to explore how DocuSign can help your agency create a digital workforce.

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