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Tect Trends and Resources for the Independent Agent

News & Views

for the week of Jul 1

Insight + Analysis for the Independent Agent

5 Tips for Hiring and Managing Twentysomethings
A new article from Caliper aims to help you get past the negative connotations commonly associated with this demographic.
Cover Financial Institutions with Travelers
​Big “I" Markets partner Travelers understands the challenges financial institutions face every day and is on hand provide Big “I" members access to a variety of insurance protections.
Explore Advertising Basics with Trusted Choice®
To aid you in accomplishing your marketing goals and reaching your target market, Trusted Choice® created the Advertising 101 series.
Don’t Forget About the Big ‘I’ UPS® Savings Program
The Big “I" UPS® Savings Program helps you save time and money—so you can to focus on things like sales and service.
2018 Fall Leadership Conference: Last Chance to Register
Register for the Big “I" Fall Leadership Conference, to take place Aug. 22-26 in Springfield, Massachusetts, by Monday, July 30.
Lightning Learning Sessions Set to Strike in August
In August, Chris Boggs, Big “I" Virtual University, will lead three fast-paced 20-minute Lightning Learning sessions on risk transfer, explaining risk and coinsurance.
Check Out ACT’s New Customer Experience Tool
To help independent agents craft the best customer Experience possible, the Agents Council for Technology's Customer Experience work group recently released The Customer Experience Toolkit.
2018 Fall Leadership Conference: Registration Deadline Extended
​The deadline to register for the Big “I" Fall Leadership Conference, to take place Aug. 22-26 in Springfield, Massachusetts, has been extended to Monday, July 30.
Enhance Your Digital Marketing Strategy
​Take full advantage of your Big “I" membership with a Trusted Choice® digital review that can help you take your online marketing game to the next level.
Understanding the Buyer Coverage Ratio
Attend the Buyer Coverage Ratio: The Most Important Metric in Perpetuation webinar, to take place July 23 at 2 p.m. ET.
Retirement Trend Alert: Financial Wellness
Educating and engaging participants on financial topics outside their retirement plan means employees can gain control of their personal finances and plan for a better retirement.
InVEST® Awards 46 Academic Scholarships
This year's winners represent 17 schools from CA, CT, FL, GA, LA, MI, OH and NY.
Offer E&O Coverage to Real Estate Professionals
Travelers 1st Choice+® is specifically designed to protect real estate professionals from the array of emerging exposures they face.
Trusted Choice® Begins Sponsorship of 2018 FIL Men’s World Lacrosse Championships
​Starting today, Trusted Choice® will be featured as the official insurance sponsor of the 2018 FIL Men's World Lacrosse Championship, July 12-21.
ACT Provides Sample Privacy Notice
One of the most important components of an effective privacy compliance program is an agency's external-facing website privacy notice.
Access Long-Term Care Options from Crump
As one of the largest brokerage agencies, Crump offers some of the most comprehensive sales and medical underwriting support in the industry.
Big ‘I’ Young Agents Leadership Institute: Check Out the Headliners
Join us for this year’s Big “I" Young Agents Leadership Institute, to take place Aug. 24-25 in Springfield, Massachusetts.
Big ‘I’ Markets Offers Personal Articles Floater
This program offers many specialized features designed for all types of risks that will appeal to even the most discerning collector, regardless of risk size.
Don't Miss July's Education Events
The array of online learning opportunities provide a simple, flexible and affordable way to train staff.
Out Now: Big I Advantage® E-Newsletter
The cover story is devoted to our exciting new product addition to Big “I" Markets: Coalition cyber liability.

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