Agency Management Resources

Agency Consulting Services

IIANC can provide turn-key solutions to members' problems by bringing the expertise of a PROVEN and 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. Learn More>>>

Agency Management Systems - Discounts Available

IIANC is excited to announce a new program bringing you discounted pricing on several of the most popular agency management systems including Strategic Insurance Software’s Partner XE and Partner Platform and Vertafore’s AMS 350 and QQCatalyst.
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Automation and Technology

IIANC membership provides access to a variety of resources for help with agency automation, technology, social media, websites, etc. From a consultant who can work one-on-one with your agency on specific issues to an industry work group focused on making sure independent agents are using the most effective business processes, practices and technologies, we've got you covered with moving your agency ahead in today's digital world.  
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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. Learn more >>>

Career Clipboard

The Career Clipboard, a member service of IIANC, allows member agencies and companies to share available job openings around the state and view resumes of insurance professionals.  Learn more >>>

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. Learn more >>>


Docusign is the leading eSignature solution in the insurance marketplace offering easy, efficient and secure signing of electronic documents. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, improve customer service and reduce E&O exposure. Big "I' members receive exclusive discounted pricing. Learn more >>>

Employee Assessments

Make sure that you're selecting the right person for the job with the help of proven employee assessments like Caliper Personality Profiles and Sales Call Reluctance Testing.  Learn More >>> 



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. Learn more >>>


InsurBanc is an independent community bank that was founded by agents, exclusively for agents. Learn more >>>

Legal Services

Our Free Legal Service Program is a legal consultation service provided, without charge, to IIANC member agencies by Manning Fulton, based in Raleigh, NC. Member agencies are entitled to consult directly by phone with a Manning Fulton attorney or team member for up to one hour each year. In addition, Manning Fulton is available to handle additional legal work for IIANC members at their standard rates (contact Manning Fulton directly for details). Learn more >>>


Risk Management Tools

IIANC offers a variety of tools to help your agency manage risk while continuing to remain profitable and efficient. Resources include: Agency Operations & Procedures Manual, E&O Risk Management Review Program and Rough Notes Advantage Plus. Learn more >>>


Websites, Chat Bot, Mobile App, Call Center

The 24/7 Agency Solutions Program was created to help IIANC member agencies develop effective strategies to offer a more modern and efficient customer experience. We've partnered with best in class vendors for website design, digital marketing, A.I powered chatbot, mobile apps and after-hours phone service and can offer IIANC members exclusive discounts.  Learn more >>>