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…

IIABA/ACT ‘Agency Website Privacy Policy’

? ?? Did you know that Gramm-Leach-Bliley NY DFS and NAIC regulations require small businesses (i.e., agencies) to have a Privacy Policy listed on your agency website? The Big ‘I’ and ACT have worked together to create a balanced agency website Privacy Policy template. Click HERE for the free template you can download and use…

ACT ‘Agency Cybersecurity Policy’ Template

The ACT Security Issues work group, in conjunction with IIABA created this sample cybersecurity policy to help agencies easily comply with the requirement to have a cybersecurity policy in place. This policy is directed toward “employees” throughout. If the Agency uses independent contractors as well as employees, the Agency will need to broaden the policy…

Rewiring the Insurance Industry

This is neither an advertisement nor an endorsement, but rather an informational piece about what one agent-led group is trying to accomplish. Anyone who deals daily with certificate of insurance requests may want to read how one initiative is trying to automate this process as much as possible so that insurance information is obtainable quickly,…

Running man wearing virtual reality goggles and stairs. Mixed media