Resources

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

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…

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…

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…

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…

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…

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.…

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…

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…

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…