Resources

eSignature – Agent and Broker 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…

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…

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

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.

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