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Business Resources

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IIABA Retirement Services

Having trouble deciding which retirement plan is right for you or your agency? Big "I" Retirement Services is here to help you choose which plan best meets your circumstances. We’ve worked with more than 1,000 agencies to help them achieve their retirement goals.  Click here to learn more.



IIABA and UPS took the guesswork out, and put the easy in. Members now have access to new and improved flat rate pricing with savings of 45% on Domestic Next Day/Deferred, 25% on Ground Commercial / Residential and up to 50% on additional services. In addition, members can take advantage of UPS Smart Pickup service for free.

Open a new account, or if you are already taking advantage of our UPS savings program, re-enroll and apply the new discounts to your existing account by visiting: or call 1-800-MEMBERS (1-800-636-2377), M-F 8 a.m. 5 p.m., ET. 



Rough Notes Advantage-Plus

Rough Notes Advantage-Plus is an online sales and service resource designed to help your agency better serve your customers. Using this tool will lead to increased sales by improving  your  staffs knowledge of a prospects operation enabling them to better identify and cover customer exposures. Click here to learn more or click here to purchase. Use the Big "I" member promo code "IIABA" to receive a $200 discount!




Big "I" Members receive exclusive discounted pricing on the premier personality testing product in the industry. Members get $98 off the Caliper Essentials Report (final price of $270) and 10% off other products.