ACT

Share Your Insights on AI and Tech Trends 

Provide input for the Big “I” Agents Council for Technology (ACT) tech trends report.

A bold, minimalist pie chart with bright, contrasting colors showcasing the allocation of wealth in the finance industry.

Share a Quick Survey on Tech Insights

Big “I” members can provide input for the Big “I” Agents Council for Technology (ACT) tech trends report.

A bold, minimalist pie chart with bright, contrasting colors showcasing the allocation of wealth in the finance industry.

ACT Roundtable Report – AI, Data, & Connectivity

The Industry is Ready to Move Forward—But Only If We Move Together. AI, data, and connectivity are advancing fast, but the independent agency channel is still navigating fragmented systems, inconsistent…

Fix Your Intake

The Key to a More Efficient and Effective Quoting Process

AI Vendor Evaluation Toolkit

Resources. PREPARING YOUR BUSINESS FOR SMARTER TECH DECISIONS 5 Steps To Take Before You Engage With Vendors. 1.Clarify Your Business Goals & Growth Plan 2. Assess Your Current Tech Stack…

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Fulcrum Joins ACT 

Fulcrum is the newest member to join the Big “I” Agents Council for Technology (ACT).

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,