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Legal Advocacy & Contract Reviews.
We provide guidance on contracts, compliance and advocacy to help you protect your business.
Free Download for Members
Guide to Service Provider Contracts.
Free Download for Members
Agency-Company Appointment Contracts Guide.
This guide outlines critical contract provisions—including ownership of expirations, data security, and post-termination rights—with key considerations and sample language to help you navigate agency-company agreements.
resource from Big “I” Best Practices
An Agency’s Guide to Producer Contracts.
This 40-page resource breaks down key contract provisions, includes five sample contracts and features a producer contract checklist to help you build producer contracts with confidence.
Contract reviews.
The Big “I” Office of General Counsel (OGC) reviews agency-company agreements based on requests from Big “I” member agencies and state associations and in connection with requests for assistance by carriers. The OGC has completed additional, informal reviews of agreements that are not posted on this website. Please email Scott Kneeland if you have questions about an agency-company agreement.
Memoranda & FAQs.
AI Legal Issues & Acceptable Use
Texting with Clients: Requirements Under the TCPA
Worker Classification: Employee vs. Independent Contractor
About the Big “I” Office of General Counsel.
Navigating complex legal and business challenges is part of running an agency—but you don’t have to do it alone.
The OGC responds to Big “I” member and state association requests on a broad range of legal and business issues, including reviews of and advocacy on contracts addressing agency relationships with carriers, Big “I” trademark use and infringement, antitrust regulations, and federal laws and regulations that impact Big “I” members.
The OGC also prepares memoranda and FAQs to assist members in complying with the federal laws and regulations that affect their businesses.
Advocacy on behalf of members is central to the activities of the OGC, including protecting agents’ ownership of expirations and other key components of agency-company contracts, proactive negotiation with carriers for changes in agency-company contracts, and more. The OGC also works with members and state associations on strategies for litigation on industry issues.
The OGC provides legal and business counsel to the Big “I” and all its subsidiaries on contracts that deliver products and services to members, such as Big “I” Professional Liability, Big “I” Alliance, Trusted Choice®, Independent Agent magazine and the Big “I” Virtual University.
