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Roadmap to Recovery and Opening

When the time is right for your agency to open its doors, you will need to take additional precautions to help protect your staff and clients. The Big “I” has curated resources to help you recover, communicate with clients, lead staff and continue to serve your community. 


ACT: Remote Work Best Practices

Implement secure remote work processes and increase productivity and morale.

ACT: Remote Work Agreement

Download a customizable remote work agreement for your organization.

ACT: Agency Disaster Planning Guide

Create a disaster planning roadmap for your organization and be prepared to serve.

ADA & Accessibility FAQ & Resources

Discover resources to build an accessible website.

Agency: Customer Texting & e-Delivery Agreements

Implement texting and e-delivery customer agreements and improve communication.


Best Practices Webinar

COVID-19’s Impact and the Insurance Industry’s Response.
Presented by Brian McNeely, Reagan Consulting

Roger Sitkins Webinar

Run Your Agency by Design, not Default
Presented by Roger Sitkins & Brent Kelly, Sitkins Group, Inc.

Paycheck Protection Program Loans Webinar

Includes pay back or forgiven - Forgiveness Application, Worksheet Explained

PPP Forgiveness Calculator

Excel worksheet designed to help with forgiveness

PPP Forgiveness Application

To apply for forgiveness of PPP loans this application must be completed

Inclusive Leadership as We Work Towards a New Normal

3-part series helping guide agencies and their partners through the reopening guidelines for COVID-19.
Coming Soon!

Best Practices: Guide to Producer Contract/Top Producers

A guide walking the reader through many different areas within an effective agreement including: Parties to the Agreement, Recitals, Term of the Agreement, Responsibilities of the Producer, Responsibilities of the Agency, and more.


Coming Soon!

 Human Resources

Affinity HR Workplace Re-entry Checklist

A checklist for employers to consider when planning to reopen, or for those businesses who have remained open under an “essential business” classification.

Affinity HR Return to Work Policy

Affinity HR Group has developed the following policy as a guideline for those effected during COVID-19.

Affinity HR Emergency Paid Leave

Download the new poster on paid sick and expanded family and medical leave that should be shared with employees via email and displayed in work areas.

Re-opening Checklist

Use this checklist to help ensure your employees' safety during COVID-19.

Closed Sign

A sign for those businesses providing remote services.

Open Signs

A sign displaying COVID-19 reopening guidelines, at the entrance.

Employee Safety Sign

A sign for employees to ensure proper social distancing.

Kathleen Ranahan: Help with Hiring – those without any insurance experience, CSR, etc.

A live stream with Kathleen Ranahan as she goes into helping those without insurance experience and more.
Coming Soon!

Big "I" Hires

Big "I" Hires has cutting-edge tools to help small to large insurance agencies hire top-performing sales and service staff.

Affinity HR Facebook Chats

Weekly HR chats and questions answered live.

Affinity HR YouTube Channel

An excellent source of short video on a wide variety of Covid-19 HR issues.

 Government Affairs

Advocacy: How to Respond to Coverage Issues

The Big “I” is heavily engaged with our nation’s leaders, the insurance market, and the broader business community on national solutions to the pandemic and its broad-based health and economic ramifications.


Promote. Reopen. Recover.

Trusted Choice has created a guide to assist agencies with tips and strategies on how to navigate through a pandemic. The full guide encompasses a long-term strategy that can help an agency emerge with stronger customer relationships than ever before.

 Trusted Choice Stronger Together Videos:

Personal Lines
Business Lines

 Trusted Choice Resources

Marketing in a Pandemic

Trusted Choice has create a guide to assist agencies with tips and strategy on how to navigate through a pandemic.

Stronger Together Customizable Ads

Customizable campaigns to fit your needs. Available in print, digital ads, and video.



Robert P. Hartwig, PhD, CPCU Clinical Associate Professor of Finance, Risk Management & Insurance Darla Moore School of Business University of South Carolina Presents: COVID-19: Financial and Economic Impacts on the P&C Insurance Industry and many other presentations on the impact on the industry. Updated regularly. 

All presentations can be found at the link below:


Risk and Uncertainty Management Center

This is an archive of presentations for COVID-19.

Insurance Information Institute

COVID-19 information and resources to help you navigate p-c insurance issues in this rapidly changing environment.

The Future of American Insurance & Reinsurance (FAIR)

On May 18, 2020, the Insurance Information Institute (Triple-I) announced the launch of the Future of American Insurance & Reinsurance (FAIR) campaign. As communities reopen and restart, insurers will play a critical role in the process, continuing to provide financial protection for the millions of Americans who depend on them for indemnification from risks they rightfully insured.





The Give Movement

We share community service stories all year! Agents, companies and vendors can share their community services projects by using the hashtag #TCagentsGIVE.


The Trusted Choice® COVID-19 Relief Fund was established to provide critical relief to independent insurance agencies and brokerages and their owners and employees experiencing economic disruption or loss or financial distress as a result of the COVID-19 pandemic. Grants may be used for technology and communications, lost wages and benefits (healthcare), and more. For the list of eligible and ineligible expenses,visit the application site.



ACT Cybersecurity Policy Template

Information Shield

FCC Cyber Security Planning Guide

NetGen Data Security

​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556

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Independent Insurance Agents.