Resources

Guide to Service Provider Contracts

Third-party service providers, or vendors, often perform essential roles for agencies, whether providing a comprehensive agency management system (AMS) or other mission-critical IT infrastructure. These providers may have access to…

Thank You For Downloading 2026 Big “I” Agents Council for Technology Tech Trends Report

This year’s report brings together insights from independent agents, carriers, and technology providers to highlight what’s truly shaping the industry — especially across AI, data, and connectivity. Inside the report,…

Chat bot , artificial intelligence , robo advisor , robotic concept. Robot finger point to laptop button. Blue tone.

West Bend Mutual Insurance Company – January 2026

The Agreement allows the Company to take control of the Agency’s expirations and service the policies during the resolution of a dispute over the ownership of the expirations

The contract on the yellow table, notebook, glasses and pen.

Disaster Planning Guide

Updated September 2024 for 2025 Distribution Click here to download the guide.

Duty to Advise

Review a summary of agent’s legal duties, as they vary from state to state: This guide is accessible to Swiss Re policyholders only. You will be prompted to log in…