Resources

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.

Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a template designed for both personal and commercial lines workflow. It is critical that if you decide to implement this manual, you must customize…

Inclusive Agency Training Series

Presented by the Big “I” Diversity Council It’s vital for today’s businesses to proactively embrace diversity and inclusion across their operations to cultivate a more competitive advantage in the marketplace. When your…

Colorful diverse people crowd abstract art seamless pattern. Multi-ethnic community, big cultural diversity group background illustration in modern collage painting style.

The Cincinnati Insurance Companies – November 2023

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

Paper contract form with a signature about to be signed on a signature field.

ACT ‘Agency Cybersecurity Policy’ Template

The ACT Security Issues work group, in conjunction with IIABA created this sample cybersecurity policy to help agencies easily comply with the requirement to have a cybersecurity policy in place.…

Cyber security concept. Man using computer with system hacked alert due to cyber attack on computer network. Data Protection. Internet virus cyber security and cybercrime

Agency Resource – Downloadable ‘Agency-Customer eDelivery Agreement’ Template

ACT has worked with the Big ‘I’ national general counsel to create an ‘Electronic Delivery Consent Form’ template agencies can download and use. This was initially developed to cover when…

Online correspondence concept. Top view of young lady pressing READ button on cellphone with incoming email, orange background. Unrecognizable woman getting electronic letter

IIABA/ACT ‘Agency Website Privacy Policy’

Did you know that Gramm-Leach-Bliley NY DFS and NAIC regulations require small businesses (i.e., agencies) to have a Privacy Policy listed on your agency website? The Big ‘I’ and ACT…

Property investment, home loan, reverse mortgage, Business and financial, Saving money concept. Plant growth on stack of coins with a small house model on wood table.

Antivirus and Anti-Malware Software for Agencies

Every small business owner should prioritize using effective software to prevent virus infection. Whenever someone begins their search for online security, they ultimately discover there are two major types of…

Agency Security Education & Training

All the firewalls, operating system patches, and defenses are for naught if your agency staff is not properly trained on security protocol – One errant click or opening a file…

E-learning. Concept of education. Internet labrary. Book and Laptop. 3d