Agency Operations

Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize…

How to Get Your Insurance License

You’re on your way to becoming an independent insurance agent. But first, you must get a license. Fortunately, the Big “I” can help you get your insurance license.

How to Become an Independent Insurance Agent

Independent insurance agents can work remotely, set thier own schedule, be their own boss and have fulfilling, gainful work. Join the Big “I” and become and independent insurance agent.

Understanding the Types of Insurance

Regardless of what type of insurance you want to sell, it’s important to know the steps involved. Lean on the Big “I” to find out what type of insurance agent…

How to Become an Insurance Broker

Are you ready to take your passion of connecting the public to the right coverage to the next level and become an insurance broker? Here’s how to become an insurance broker,…

Buying an Insurance Agency

Perhaps you’ve been hoping to run your own insurance agency, but you’d prefer not to have to start one from scratch. Fortunately, there’s an option: Buying an insurance agency. 

Selling an Insurance Agency

Selling an insurance agency doesn’t have to be difficult, especially if you’re selling to a current employee or a family member. 

Can Our Agency Cancel or Non-Renew a Client?

In recent months, this has become a hot topic: Can our agency cancel or non-renew a nightmare client?

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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.…

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Five Areas the Best Practices Program Can Help Any Agency

Virtually every industry has a model for comparing results to other businesses in the same field. For the independent agency system, that model is the Big “I” Best Practices program.

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