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…

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

Your agency likely has access to newly available automated products or services that could make your agency more efficient and effective. Even if you haven’t actively sought it out, AI…

2022 was a big year of research as the Big I executed the Future One Agency Universe Study, Best Practices Study, and Market Share Report. These are lengthy studies that…

At ACT, we are increasingly aware that all technology decisions are so much more specific to an individual agency’s goals and needs than ever before. Despite the differences among agencies,…

The Agency Universe Study (‘AUS’) is a product of Future One, a cooperative effort of the Independent Insurance Agents & Brokers of America (IIABA) and independent agency companies. The AUS…

The 2020 Agency Universe Study – also known as the ‘AUS’ – was recently released as a collaboration between the Big ‘I’ and leading independent agency companies. This biennial study…

What’s Happening We know from real data that independent agents (IAs) are a prime and focused target of cyber criminals. Over 12% of all breaches are now within the Financial…

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.…

Even before going into our COVID world, customers were expecting ‘instant’ service – Via texting & electronic document delivery. Result: Customers have agents’ cell phone numbers, and they are texting…