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Tect Trends and Resources for the Independent Agent

News & Views

for the week of Sep 5

Insight + Analysis for the Independent Agent

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.
Agents Council for Technology Releases Carrier Bridging Best Practices
Check out the recommendations for development, testing and rollout phases of bridging technology at your agency.
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