EXCEED Microlearning
For New to Seasoned Employees – Developed In Partnership with IRMI. EXCEED & EXCEED Onboard are perfect for onboarding, career development & knowledge refreshing.
Customer Service
Introducing Virtual Assistance from Elevate Teams
Elevate Teams specializes in client-facing virtual assistants and CSRs to grow your insurance agency. The one-hour session August 1 will provide you with an overview of Elevate’s offering and how you can leverage it to achieve your agency’s strategic goals.
New Survey Reveals How Independent Insurance Agents Are Adapting to the Hard Market
In what ways are independent insurance agents adapting to the hard market? Trusted Choice–the national consumer brand representing the members of the Independent Insurance Agents & Brokers of America (the Big “I”)–examines that question in-depth in its newly released report, Navigating the Hard Market: How Independent Agencies Are Reacting.
2024 New Year’s Resolutions for Savvy Insurance Agents
2023 was undoubtedly the most challenging year most independent insurance agents have experienced in their careers. It will certainly be one of the costliest to insurers, and this and uncertainty about the future given climate and social and other inflation seems to drive rates. According to Swiss Re, the cost of natural disasters worldwide broke…
To Service or Sell – That’s the Difference to Success
As an emerging insurance agent, pointing out your customers’ various coverage needs can not only generate more income and a more committed client, but can also prevent a potential allegation that you failed to offer a vital coverage. This article highlights the difference between an agent’s servicing or selling.
Your Big “I” Technical Affairs Committee Seeks Agent Input
The Big “I” Technical Affairs Committee (TAC) is one of the least publicized committees among the groups that work to improve agency operations and solve many types of insurance issues. TAC met with Verisk/Insurance Services Office (ISO) in 2023 with a full agenda of suggested coverage wording enhancements and changes. Read on to see how…
Your Big “I” Technical Affairs Committee Scores Wins in 2022
The Big “I” Technical Affairs Committee (TAC) is one of the least publicized committees among the groups that work to improve agency operations and solve many types of insurance issues. TAC met with Insurance Services Office (ISO) in 2022 with a full agenda of suggested coverage wording enhancements and changes. Read on to see how…
Texting Insurance Clients – Best Practices When Texting Clients
The federal Telephone Consumer Protection Act requires insurance agents to follow best practices outlined in that legislative rule. The Big “I” Agents Council for Technology offers resources that can help agents comply with the legislation and help ensure agents fully document all text conversations they have with their clients. Following some simple best practices can…
Seven Steps to a Smoother Catastrophe Claims Process
Bradley Flower, Big I member and owner of Portal Insurance in Mobile, Alabama, knows a few things about catastrophes. He developed catastrophe claims process we asked him to share for agents who have cat-exposed clients. After catastrophic events, your insureds will reach out for help, and while you may be mopping up your own damage,…
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?
