Resources
Personal Lines Coverage Checklist
Cross your Ts and dot your Is with the Personal Lines Coverage Checklist.
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…
AI Sample Policy & Legal Issue
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…
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…
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
Auto Owners Insurance Agency – August 2023
Key Concerns
2022 Agency Universe Study – Technology Summary
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…
