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Non-Insurance Products & Services


Non-Insurance Products & Services



Big "I' members may now receive exclusive discounted pricing from the industry's #1 esignature solution, Docusign.  DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, improve customer service and reduce E&O exposure.  Learn more at



Member Marketing Activity Center

Access powerful prospecting databases.  Utilize direct mail services.  Customize newsletters and more . . . MMAC was designed to help IIABA members increase marketing effectiveness while saving money!  Visit



Rough Notes Advantage Plus (formerly VRC)

Rough Notes Advantage Plus (formerly the Virtual Risk Consultant or VRC) 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.  Learn more at


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IIABA Retirement Services

IIABA Retirement Services offers eight types of retirement plans to meet the needs of the independent agent including IRA and 401(k) plans.  These plans are designed for member agencies offices.  Contact IIABA directly for details and information at 800-848-4401 or email questions to Dave Evans.




IIABA members can now save up to 34% on shipping services with UPS!  For more information or to enroll in this program, please go to or call 1-800-MEMBERS (1-800-636-2377, 8 am - 6 pm EST, M - F).


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The bank of choice for Independent Insurance Agents and Brokers. 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.  For more information, contact Patricia Smith at 1-866-467-2262 or visit Member FDIC, Equal Housing Lender, NMLS #406399


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Commercials on Hold

Telephone music and message service for your office.  Commercials on Hold allows you to provide customized messages for your customers while they are "on-hold.  For complete information, contact Commercials on Hold at 800-832-4653 or email or visit




Big "I" members receive discounted pricing on Caliper products to help your agency with pre-employment assessments, staff development and corporate culture.  What does Caliper offer?  Pre-employment assessments - Get clear about which candidates have the greatest potential to succeed and make your most informed, confident hiring decisions ever.  Talent Development - Caliper's three-phase approach to talent development focuses on exceptional performance and remarkable, measureable results.  Corporate Culture - Transform the culture you have to the culture you need. Well put your vision in perspective and provide solutions for achieving your goals.  Visit the Caliper website to learn more about each of these areas or order by calling 609-524-1200 and identifying yourself as an IIABA member.




IIABA members enjoy special savings and upgrades on car rentals from Hertz.  If you need your corporate discount number (CDP#), click here to request it by e-mail, or contact IIAC at 860-563-1950.