Resources

2020 Agency Universe Study – Technology Summary

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…

ACT Alert – Agency Hacking Security Alert

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…

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CNA – December 2020

Key Concerns

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

Berkley – October 2020

Key Concerns

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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.…

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ACT Agency-Customer Texting and eDelivery Agreements

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…

Agent’s Resource Guide to Chatbots

An Agent’s Resource Guide to Chatbots Updated January 2021This guide walks your agency through the important advantages of having a chatbot and how it can lead your agency to greater…

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Agency-Customer Texting Agreement

In recent years, text messaging has moved quickly into the professional setting, providingindependent agents with a quick and simple way to communicate with clients. The expansion oftext messages to and…

ACT Remote Work Agreement

In conjunction with our ACT “Remote Work Best Practices” document, ACT offers this downloadable ‘Remote Work Agreement’. This is intended to be enacted between agency leadership and employees working remotely…

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