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Agency Tools

ACT

An IIABA program, ACT's mission is to bring all independent agent & broker distribution stakeholders together to advance the use of the most effective agency workflow technologies which enhance productivity, sales & marketing, service, and security.

Best Practices

Big “I” Best Practices research helps agencies boost productivity and refine operations by benchmarking the nation’s top agencies in 6 revenue categories.

Contracts Guide

The Big “I" Office of General Counsel (OGC) has published a general guide to agency-company appointment contracts that is available at no cost to Big “I" members. The guide covers a wide range of the most important provisions commonly found in appointment contracts and provides key considerations and sample language developed by the OGC over many years. A few of the most notable provisions addressed in the guide include ownership of expirations, data security and post-termination rights.