Agency Operations

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.
 
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ACORD Forms Licenses

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

Get an unbiased understanding of your agency's value. Understanding the true value of an agency is the foundation for all perpetuation plans, regardless if the result is an internal transfer or external sale. Get help with your planning from either IntellAgents and Kurt Fickling, an Agency Valuation Specialist.
 
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Best Practices Program

The Big "I" Best Practices program provides member agents with meaningful performance benchmarks and business strategies that can be adapted to improve the performance of your agency, thus enhancing agency value.
 
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Consulting Services

IIANC can provide turn-key solutions to members' problems by bringing the expertise of an experienced Business Consultant to fill roles essential to agency growth at a fraction of the price of hiring full-time staff. Partner with IIANC to put your agency on the path for agency prosperity with help in strategic & financial management, sales management, and operational & workforce management.

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Data Insights with IntellAgents

Thanks to our recent partnership with IntellAgents LLC, a new industry-specific analytics-driven organization, we are excited to offer your agency access to the R.I.S.E. Report at a discounted price exclusive to IIANC members! The R.I.S.E. report was developed specifically to help independent agency owners better understand their businesses and build strategies focused on certain areas of the agency.
 
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Demystifying the NCDOI Agency Examination

Many IIANC members have questions on the North Carolina Department of Insurance Agency Examination Process and what their agency should expect if they are subject to an audit. As a resource to our members, IIANC has now created a guide for IIANC members only to "Demystify the NCDOI Agency Examination." In addition, there is a corresponding Agency Self-Assessment Guide for IIANC members that might want to conduct their own audit to self-assess compliance to insurance regulations.
 
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Financial Tools

IIANC has developed a customized premium finance program for independent insurance agents. ifinance was created with you in mind and will strive to assist our agents in simplifying and improving the premium finance process. As an IIANC member you also have access to InsurBanc, an independent community bank that was founded by agents, exclusively for agents.
 
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Starting an Agency with Agency Activate

If you are ready to begin this exciting and rewarding journey, Agency Activate will equip you with the knowledge and tools to successfully open and operate an independent insurance agency. Agency Activate is a step-by-step guide comprised of on-demand video modules that you can watch (and revisit) at your own pace. This fantastic course is FREE for IIANC members (a $497 savings!)
 
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