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…

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…

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 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…

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 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 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.…

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…

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…