Sample privacy forms
Medical Information Privacy Policy Notice ABC Agency
Opt Out Form ABC Agency
Privacy Policy Notice ABC Agency
Privacy Policy Notice PC Agency
Summary of Consumer Privacy Regulations
Buy/Sell Information
General Information
Agency Purchase & Sales Agreement
Determining Agency Value
Producer Compensation & Agreement
Sample Agreements
Miscellaneous Information
Strategies to Avoid (Not Evade) Taxation in the Perpetuation or Succession of Your Agency
Can You Afford to Buy the Agency
Maximizing Agency Value in Succession or Perpetuation
Employment Agreement
Producer Agreement
Finding Succession and Perpetuation
Agency Consulting Group
insurance checklists
Commercial Lines Checklist
Personal Lines Checklist
Mergers & Acquisitions Checklist
Internal Crop Risk Management Checklist
commonly requested links
Frequently Contacted Insurance Links
Iowa Insurance Division Website
Iowa Legislature
Record Retention Guidelines
Record Retention Law
May and May Nots for Unlicensed Personnel
Iowa Auto Plan & Iowa Fair Plan|
Iowa Municipalities Workers’ Compensation Association
Non-Admitted Carriers
Technology. Empower your agency with smart, strategic technology insights.
We have designed a collection of eight unique toolkits to help you in the day-to-day management tasks and marketing of your agency. The toolkits are meant to be a useful resource to assist you in building your own solutions for many of today’s agency issues. Each toolkit can be used as a starter for staff discussions or assigned to a person in your office to take the ideas and develop a plan to improve your agency.
When you or your team have tough insurance questions, our team of experts has answers. Submit a question and receive a personalized response.
Agency Valuation & Perpetuation Consulting: 89% of agency owners do NOT know their Fair Market Value. Are you one of them? Big I Iowa members receive a FREE 30-minute consultation with Carey Wallace with Agency Focus. Learn More…
Caliper allows Big “I” Members to receive exclusive discount pricing on the premier personality testing product in the industry. Let Caliper tell you what you need to know before you hire. To order, call 609-524-1200 and identify yourself as an IIABA member.
DocuSign now allows exclusive discounted pricing from the industry’s #1 esignature solution to Big “I” members. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, improve customer service and reduce E&O exposure. IIABA members enjoy a promotional offer.
IA Valuations – Every valuation and business plan we prepare is exclusively for independent insurance agency owners. In fact, for 124 years we have been serving independent insurance agents in their business development and growth plans.
InsurBanc is 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. InsurBanc also offers consumer banking products such as home mortgages, certificates of deposit, free checking available to you and your employees. Form more information, click on link below or call 1-866-467-2262. Member FDIC, Equal Housing Lender, NMLS #406399
The Mines Press is available to fill your orders of Big “I” and Trusted Choice® logo calendars, business cards and stationery. Your promotional gifts and correspondence will deliver a message of quality as well as care.
UPS Savings Program for Members – Make the most out of your membership and take advantage of some of the most competitive rates available on shipping services with UPS. Whether you need your documents or packages to arrive the next day or you’re simply looking for the most affordable shipping option, UPS understands the importance of reliability, speed and savings.
UPS discounts can help your bottom line by saving you:
– Up to 34% on UPS Air letters including UPS Next Day Air*
– Up to 30% on UPS Air packages weighing more than one pound*
– Up to 32% on UPS International imports and exports
– Up to 16% on UPS Ground shipments
– 70% or more on UPS Freight shipments over 150 pounds
These discounts are available even if you already have a UPS account. To enroll and start saving, visit savewithups.com/iiaba or call 1-800-MEMBERS (1-800-636-2377) Monday-Friday from 8 a.m.-6 p.m.
*Discounts exclude UPS Express Critical and UPS Next Day Air Early A.M.
This product is powered by RoughNotes and is a powerful online client service resource tool to help members better serve their customers, generate increased sales and lower their exposure to E&O claims. VRC has useful information for all positions in the agency and will increase the knowledge level of the agency. Agency staff will be more knowledgeable about client/prospect operations, and the VRCs commercial and personal lines risk exposure analysis process offers a systemic approach. For specific questions regarding the purchase of the product through this website, please contact Nancy Lynch at nancyl@roughnotes.com or 800-428-4384 x1096.
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Product Information – for in depth information about this product
Purchase & Renew – for pricing information and to purchase product
IPFS One Platform
The “IPFS One Platform” approach combines premium financing, payments, eSignature, and document delivery and storage capabilities into a suite of services that streamline operations, shorten the sales cycle, improve customer experience, and foster business growth.