Agency Operations

Fix Your Intake

The Key to a More Efficient and Effective Quoting Process

AI That Works: A Reality Check for Independent Agents

Here’s the reality: most independent agents spend 60-70% of their time on administrative tasks such as data entry, chasing down information from carriers, managing renewals, and handling routine service requests.…

The concept of talent search or magnifying glass looking for employees, building a strong team, the concept of human resource management and management,

Big “I” Members Receive ACORD Forms Licenses.

Independent agencies and brokerages that do not belong to the Big “I” national association, will need to obtain a license directly from ACORD, or join the Big “I” to take advantage of this…

ACT ‘Agency Cybersecurity Policy’ Template

The ACT Security Issues work group, in conjunction with IIABA created this sample cybersecurity policy to help agencies easily comply with the requirement to have a cybersecurity policy in place.…

Cyber security concept. Man using computer with system hacked alert due to cyber attack on computer network. Data Protection. Internet virus cyber security and cybercrime

IIABA/ACT ‘Agency Website Privacy Policy’

Did you know that Gramm-Leach-Bliley NY DFS and NAIC regulations require small businesses (i.e., agencies) to have a Privacy Policy listed on your agency website? The Big ‘I’ and ACT…

Property investment, home loan, reverse mortgage, Business and financial, Saving money concept. Plant growth on stack of coins with a small house model on wood table.

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