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…

Guide to Service Provider Contracts

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…

Disaster Planning Guide

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

What Not to Say On The Web

Our website wording guide offers myriad examples of troublesome website phrasing and suggested replacement wording:

Your Website Says What?

This white paper provides a high-level overview of the website wording topic as well as a summary of lessons learned from each focus area of the “Your Website Says WHAT?” webinar…

Agency Website Wording: Dos and Dont’s

Our one-page topic overview is your quickest route to the most essential information on what not to do with your agency website

Quality Certificate and Checklist document inspecting target marketing planning assignment with quality management. Standardization, certification. Compliance to regulations service and standards.

AI Sample Policy & Legal Issue – October 2024

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…

2018 Agency Universe Study – Technology Summary

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…

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…