handshake secondary nav

Business & Operations

Home / Agency Resources / Business & Operations

Business & Sales Consulting

Where Does Your Agency Need the Most Help?
Let us be your strategic business partner and put your agency on the path for success. Packages are available for monthly consulting services, help with interviewing/hiring/onboarding, customized services, and much more. IIANC's Business Consultant wants your agency to be successful and will work with you one-on-one to ensure it happens.

Learn More

ACORD Forms Licenses

The Independent Insurance Agents & Brokers of America (Big 'I') and ACORD launched a new Big "I" member benefit. Starting Jan. 1, 2020 Big I members with annual P&C gross revenue of less than $50 million received a complimentary license to use ACORD forms.

Learn More

Agency Assessments

We know that being an independent agency owner is more complicated and time consuming than it has ever been. But, IIANC is here to help make it easier and more profitable by providing solutions to the challenges and needs of our member agencies.

Our Membership Action Plan assessments are designed to evaluate the operational and/or technology challenges and opportunities that your agency may have and map out a customized plan for success using the many resources available through your IIANC membership.

Agency Operations Manual

After years of trying to write a manual for your office, you can now buy a complete manual and with very little time and effort customize it to fit your agency using basic word processing skills. Published by The Moberg Group (TMG), the leading provider of E&O Risk Management Services and Consulting Services, the manual was designed specifically for independent agents and brokers. 

Demystifying NCDOI Agent Exam

After years of trying to write a manual for your office, you can now buy a complete manual and with very little time and effort customize it to fit your agency using basic word processing skills. Published by The Moberg Group (TMG), the leading provider of E&O Risk Management Services and Consulting Services, the manual was designed specifically for independent agents and brokers. 

Learn More

Financial Tools

Your IIANC membership offers you numerous financial tools to help your agency be successful. IIANC offers a customized premium finance program, ifinance. In addition, InsurBanc is an independent community bank that was founded by agents exclusively for agents.  

Learn More

Legal Consulting

IIANC often receives inquiries from members seeking advice that requires the assistance of legal counsel.  The services of IIANC's law firm are available to members, on a limited basis, at no cost. Our Free Legal Service Program is a legal consultation service provided, without charge, to IIANC member agencies by  Manning Fulton, based in Raleigh, NC.

Learn More