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Market Resources

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IIAV Provides Access to Vendors and Markets.

We have opportunities and resources that allow Agents and Agencies to gain valuable insights from Vendors and Market providers.

Not sure who has coverage for a product you need? Use our product board to determine what companies provide coverage for the product you need. 

ProduCt Board

Big “I” Alliance

Welcome to the Big “I” Alliance —Alliance Gold, Alliance Blue, and Alliance Blue Plus. Each offering is built to meet your agency where you are, with the resources, relationships, and support to help you grow stronger, smarter, and faster.

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Alliance Blue

Alliance Gold

Alliance Blue Plus

What We Cover

We want to support your Agency at every step by providing a variety of insurance coverage for your business.

Commercial Umbrella

Select either Swiss Re Commercial Umbrella or Penn National Commercial Umbrella.

Employment Benefits

IIAV’s Life & Health coverages include:
Group Dental Insurance
Group Term Life Insurance
Group Medical Insurance
Group Long Term Disability
Group Short-Term Disability

Errors & Omissions

Professional Liability Insurance is underwritten through Westport Insurance Corporation, a member of Swiss Re Corporate Solutions. However, we utilize more than 30 admitted and non-admitted markets to bring you the best coverage for your agency.

Cyber Insurance

We have access to markets that are tailored to meet your agency’s needs. We can also assist you with placing coverage for your clients!

Employment Practices Liability

EPL claims can be expensive to defend, so don’t go it alone. Let us work for you to get the coverage you need to protect your assets.

Retirement Services

Having trouble deciding which retirement plan is right for you or your agency? Big “I” Retirement Services is here to help you choose which plan best meets your circumstances.

ENDORSED VENDORS

IIAV is proud to partner with IA Valuations, Big “I” Ohio’s valuation provider, to bring you valuation-based planning specific to independent insurance agencies.

Every valuation and business plan prepared is exclusively for independent insurance agency owners.

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IPFS helps you generate revenue, automate processes, and provide great service to your insureds.

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Expert workplace services from a trusted partner.

IIAV’s partnership with The Workplace Advisors provides our members with expert guidance and support services to meet the unique needs of their business.

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A different hiring approach for the insurance industry

It’s getting harder to fill open positions in insurance. And there will be a lot more soon: 400,000 open positions by 2036 due to retirement alone. Meanwhile, turnover in the insurance industry is on the rise, making it more critical than ever to be smart in your hiring.

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Become a Member for More Benefits

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OTHER TRUSTED VENDORS

The Moberg Group

With over 20 years of experience in almost every aspect of the insurance industry, The Moberg Group can provide the solutions you need to help your agency succeed. The Moberg Group is a leading provider of independent agency consulting services and the largest provider of E&O loss control programs for independent insurance agencies. Regardless of the size of your agency or brokerage, The Moberg Group’s team of highly experienced consultants can assist your organization

with the following selection of services:

Save time with TMG’s customizable agency manual, designed for independent agents and brokers. Provided in Word format, it covers:

  • General Agency Procedures
  • Personal & Commercial Lines Workflows
  • Employee Benefits
  • Job Descriptions
    Perfect for training, reinforcing procedures, and meeting compliance standards.

Click here for more information and an order form

Pricing Worksheet

TMG Manual Order Form-IIAV 2023

E&O Risk Management Review
Through IIAV, SwissRe/Westport, and TMG, agencies in the E&O program can complete an operational review that identifies risks and provides actionable recommendations. Successful completion offers:

  • Additional credits for IIAV E&O education classes
  • 10% premium credit for 5 years

Click here for a brochure with detailed information on the E&O Risk Management Review Program.

For more information or to schedule a review in your agency, visit www.MobergGroup.com, email info@moberggroup.com or call 828-349-5250.

IIAV member agencies receive 1 free hour of phone consultation each year with TMG (two 30-minute sessions). Topics include:

  • Management Strategy
    • Sales & Marketing
    • Agency Performance (prior, current, planned)
    • Preliminary Industry Performance Evaluation
    • Agency Perpetuation
    • Profitability: EBITDA earnings before interest, taxes, depreciation & amortization
  • Process Optimization
    • Evaluate Current Workflow
    • Productivity Analysis
    • Standards
    • Procedure Documentation
    • Quality Assurance Practices
    • E&O Status
  • Automation Analysis
    • Agency Automation
      • Current utilization
      • Current automation plan
      • Disaster recovery plan
    • Document Management Strategy
      • Review and advise
  • Performance Management
    • Staff Evaluation/Recommendations
    • Talent Management
    • Hiring Practices
    • Compensations Programs

Take advantage of this valuable IIAV member service and contact The Moberg Group today!

Additional Services
The Moberg Group is IIAV’s recommended provider for E&O audits with their “Agency E&O Review Program.” They also publish the most widely used Agency Operations & Procedures Manual for insurance agencies, on which IIAV members receive discounted pricing.

**The above services do not qualify for the complimentary 1-hour phone consultation.

Talogy, Formerly Caliper

Big “I” members receive exclusive discounts on Talogy, the industry’s leading personality assessment. Talogy identifies qualities for success in management, sales, customer service, and more—helping you place the right people in the right role.  

Insurbanc

An independent community bank that was founded by agents exclusively for agents. Organized in 2001 by the Big “I” specifically to serve independent insurance agents, we have developed a distinctive culture that allows us the opportunity to work with you as a partner to help optimize growth opportunities and manage your agency efficiently. We specialize in agency financing, including acquisition and perpetuation, and custom cash management services.

The Mines Press Insurance Printers

Order your Big “I” and Trusted ChoiceSM logo calendars, business cards, and stationery from The Mines Press, and you’ll know that your promotional gifts and correspondence will deliver the message of quality as well as care. 

Epay policy

Enabling agents and brokers to accept credit card and ACH payments online, while passing on transaction fees to the insured. With over 4,400 national clients, ePayPolicy provides a simple, cost-effective way for agencies to process electronic payments, and sign-up takes less than 5 minutes! Get started today and start accepting payments tomorrow.

Don’t forget to use the referral code “iiavmember” when you sign up!

Podium

Podium helps agencies grow with tools for reviews, webchat, payments, feedback, automations, and videochat—all in one platform. Improve client communication, boost visibility, and capture more leads. IIAV members get 15% off—just mention your membership!