Resources

If you’re not offering e‑signature options to prospects and customers today, it’s no longer a question of if—it’s when. Digital-first interactions are now the norm, and customers increasingly expect to…

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…

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,…

As insurance lawsuits hit record levels, a new survey from the Independent Insurance Agents & Brokers of America (the Big “I”) reveals growing concern that excessive and abusive litigation is…

As Congress considered tax reform in 2025, the Big “I” weighed in heavily to make sure the 199a – 20% deduction for pass-through entities was made permanent. That hard work…

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

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