Agency Solutions
Explore tools and services to manage agency finances, plus unmatched support for agency valuation and perpetuation planning.
Online Payments
Our recommended payment processor, ePayPolicy, provides the simplest solution for insurance agents and brokers to collect credit card and ACH payments while passing on transaction fees to the insureds. They help thousands of insurance organizations across the country each day, speed up receivables, and bind policies faster.
ePayPolicy provides a simple, cost-effective way for agencies to process online payments. Beyond collections, you’ll have access to a variety of features to streamline accounting operations, including integrating payments into your management system.
Why ePayPolicy?
- ePayPolicy charges fees directly to your client
- Accepts all major credit cards: Visa, MasterCard, American Express, and Discover
- Accepts ACH payments
- Compatible with mobile devices– clients can pay from a smartphone or tablet
- Online dashboard to view all transactions– activity can be tracked and reconciled online at any time
- Integrates with the most popular management systems in the industry
- Receive automatic e-receipts for both you and your client
- No setup fee, subscribe for $20 per month, and cancel at anytime
- Begin accepting payments within 24 hours of setup (which only takes 5 minutes!)
*Use referral code “CTBigIMember” to get two months FREE when you sign up!
Contact information
Zac Franz
zac@epay3.com
512.538.9494
Agency Financing & Cash Management
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, InsurBanc has developed a distinctive culture that allows it the opportunity to work with you as a partner to help optimize growth opportunities and manage your agency efficiently.
You can rely on InsurBanc for custom products designed to underwrite your success.
- Perpetuation
- Acquisition
- Working Capital
- Producer Development
- Debt Refinancing
- Owner-Occupied Real Estate
- Equipment Leasing
InsurBanc’s cash management program understands your unique seasonality and fluctuations. That’s why they create a customer package of products and services that provide the best return on your money and provide operational efficiencies.
Call InsurBanc today at 1.866.467.2262 or visit www.insurbanc.com for more information.
Member FDIC
Agency Valuation & Perpetuation Consulting
89% of agency owners do NOT know their Fair Market Value. Do you know yours?
To best protect you, your staff, your clients, and your agency’s future, it’s important to have a thoughtful plan in place, and that starts with knowing your agency’s value. Your agency’s value is much more than a number. When you go through the process of understanding the fair market value of your agency, you’ll get an understanding of:
In partnership with AgencyFocus, Big I Connecticut members will receive a FREE 30-minute consultation. This discussion will review your agency’s needs and provide you with advice and resources focused on business planning, agency operations, compensation strategy, and more! This is a great opportunity for members to receive one-on-one guidance on data, valuation, and perpetuation planning from a trusted industry resource.
Electronic Signature
Did you know that DocuSign is used by 11 out of 15 top insurance carriers?
DocuSign is the global standard for eSignature, and more than 40 million people around the world have DocuSigned. That’s why the Big “I” has endorsed DocuSign as the official electronic signature platform for our members.
Discover how you can benefit from DocuSign today:
- Accelerate revenue: Reduce the application process by weeks by eliminating faxing, mailing, printing and scanning – for you and your client. Invest your new-found time in expanding your business.
- Reduce E&O exposure: Ensure documents are 100% in good order, by guiding applicants through the signing process so no fields, initials, or signatures are ever missed.
- Delight clients: Give your clients the convenience to complete documents online in minutes, from any device. The ease of using DocuSign increases client satisfaction and retention.
- Fits with your existing workflow: Complete applications, renewals, coverage forms and other documents, then submit the forms to your carriers or save a copy in your agency management system.
*Big “I” members save up to 64% on annual plans with promo code: IIABA
Partnered Discounts
Talogy (previously Caliper) provides a deeper, more comprehensive suite of talent-management solutions that can be used throughout the entire employee lifecycle.
It all starts with the Talogy Caliper personality assessment (previously known as Caliper Profile), a proprietary employee and applicant assessment instrument that accurately measures an individual’s job-performance potential. It’s an objective assessment that helps you find out who is best suited for a given job based on their intrinsic motivation relative to the role’s responsibilities.
How does it work?
- Measures an individual’s personality traits as they relate to their ability to succeed in a job
- Helps in understanding what motivates each individual
- Can be taken online or by using pen and paper
- Ideal for employee selection and/or employee development
With the right people in the right roles, witness an increase in productivity, employee engagement, and profitability.
Talogy is offering all Big “I” members (new clients only) a FREE Individual Development Guide ($100 retail value) [View Sample Report] with the purchase of your first Talogy Caliper personality assessment, plus a 10% discount on hiring assessments and staff development tools.
Big “I” 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
- Up to 50% on additional services
- FREE UPS Smart Pickup service
Open a new account or re-enroll if you have a preexisting account, and apply the new discounts by visiting www.savewithups.com/iiaba or calling 1.800.MEMBERS (1.800.636.2377).
Rough Notes Advantage-Plus is an online sales and service resource designed to help your agency better serve your customers. Gain tools to improve your staff’s knowledge of a prospect’s operation, enabling them to better identify and cover customer exposures.
Use the Big “I” member promo code “IIABA” to receive a $200 discount!
Big “I” Retirement Services
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