ALEXANDRIA, VA, January 14, 2021—SimplePin is the newest company partner of the Independent Insurance Agents & Brokers of America’s Agents Council for Technology (ACT). SimplePin is a cloud-based financial technology provider that enables the insurance industry to eliminate friction from the payments experience, both for staff and customers.
ALEXANDRIA, VA, January 12, 2021—GloveBox is the newest company partner of the Independent Insurance Agents & Brokers of America’s Agents Council for Technology (ACT). Through the GloveBox platform, independent agents can provide clients a seamless, self-service mobile and web platform connecting them to their agency and carriers.
ALEXANDRIA, VA, August 31, 2021—LegacyArmour is the newest company partner of the Independent Insurance Agents & Brokers of America’s Agents Council for Technology (ACT). LegacyArmour partners with independent insurance agencies to protect client information and provide digital legacy planning facilitation.
The Agency Universe Study (‘AUS’) is a product of Future One, a cooperative effort of the Independent Insurance Agents & Brokers of America (IIABA) and independent agency companies. The AUS started in 1983 and was fielded every 4-5 years until 2002, when it went to biennially to stay abreast of the fast-paced changes in the…
The 2020 Agency Universe Study – also known as the ‘AUS’ – was recently released as a collaboration between the Big ‘I’ and leading independent agency companies. This biennial study was completed by 1,437 independent agents giving their detailed insights on all critical areas of running their businesses including; agency revenue and markets, carriers represented,…
March 1, 2021 What’s Happening We know from real data that independent agents (IAs) are a prime and focused target of cyber criminals. Over 12% of all breaches are now within the Financial sector*, and this is focus is only growing. Further, the ‘bad actors’ (hackers, cyber criminals) are thought to be working to track…
Even before going into our COVID world, customers were expecting ‘instant’ service – Via texting & electronic document delivery. Result: Customers have agents’ cell phone numbers, and they are texting with you. Agencies need to protect E&O concerns with an Agency-Customer Texting Agreement.ACT has worked with our knowledgeable Big ‘I’ general counsel staff to create…
WebPartID:79b47390-0ab3-4c50-9968-8dd27a56959c WebPartID:17e3cc0d-2802-4a58-aa90-0a7c5707b6a0 An Agent’s Resource Guide to Chatbots Updated January 2021This guide walks your agency through the important advantages of having a chatbot and how it can lead your agency to greater change. Chatbots offer unlimited potential to customers while online. Unlock the secrets behind chatbots to help further your agency for the future. Read…
In recent years, text messaging has moved quickly into the professional setting, providingindependent agents with a quick and simple way to communicate with clients. The expansion oftext messages to and from independent agents brings challenges along with opportunities. Thechallenges include developing proper workflows and policies for text messaging, properlypreserving text messages in the agency’s management…
In conjunction with our ACT “Remote Work Best Practices” document, ACT offers this downloadable ‘Remote Work Agreement’. This is intended to be enacted between agency leadership and employees working remotely – either short- or long-term. Note the document has an overview of the agreements and a separate section at the end for the Agreement itself…