Agency Operations

Big “I” Members Receive ACORD Forms Licenses.

Thanks to an agreement developed by the Independent Insurance Agents & Brokers of America (the Big “I”) and ACORD, Big “I” members with annual P&C gross revenue of less than $50 million will receive a complimentary license to use ACORD forms. Note:  NEW FOR 2025 RENEWALS: Licenses for qualifying Big “I” members will NOT require annual renewal, but will…

How to Get Your Insurance License

You’re on your way to becoming an independent insurance agent. But first, you must get a license. Fortunately, getting a license can be fairly simple. Where will you be selling insurance? Each state has its own requirements. Below are the steps you should take, how to find requirements for your state, types of licenses and more.

How to Become an Independent Insurance Agent

Imagine a career that allows you to work remotely, set your own schedule, be your own boss and have fulfilling, gainful work. These are all benefits that independent insurance agents enjoy on a daily basis. If you’re curious about what it takes to become an insurance agent, read on.

Understanding the Types of Insurance

Maybe you’re unsure of the type of insurance agent you want to be. Maybe you’re interested in selling multiple types of insurance. Or maybe you know exactly what field you want to enter and are ready to get started! Regardless of what type of insurance you want to sell, it’s important to know the steps…

How to Become an Insurance Broker

Are you ready to take your passion of connecting the public to the right coverage to the next level and become an insurance broker? The process involves a few basic steps, and it’s extremely helpful to be familiar with them ahead of time. Read on for a breakdown of how to become an insurance broker, the…

Buying an Insurance Agency

Perhaps you’ve been hoping to run your own insurance agency, but you’d prefer not to have to start one from scratch. Fortunately, there’s an option: Buy an established agency.  However, there are pros and cons you should weigh carefully. Read on for a deeper dive into buying an insurance agency. Remember, it’s an investment. Like…

Selling an Insurance Agency

You’ve successfully owned an insurance agency for a while now, but perhaps you’re thinking it’s time to sell it so you can retire or pursue other interests. Fortunately, selling an insurance agency doesn’t have to be difficult, especially if you’re selling to a current employee or a family member. Read on for a deeper dive…

Can Our Agency Cancel or Non-Renew a Client?

In recent months, this has become a hot topic: Can our agency cancel or non-renew a nightmare client?

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Five Areas the Best Practices Program Can Help Any Agency

Virtually every industry has a model for comparing results to other businesses in the same field. For the independent agency system, that model is the Big “I” Best Practices program.

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Insurance in Your Wildest Imagination

What does the future of insurance hold for we mere mortals? Your guess is as good as mine, but we need to imagine it. Technology and the world in general are changing quickly; insurance has historically been very slow to respond to change – but we can’t wait like we could in the past. Take…