Agency Management Resources

Agency Consulting Services

IIANC has partnered with The Moberg Group, a known leader in the insurance agency consulting arena, to connect you with a trusted resource when you have questions. And as an added bonus, your IIANC membership gives you up to one (1) hour of phone consultation annually at no charge with The Moberg Group. Learn more >>>

Automation and Technology

IIANC membership provides access to a variety of resources for help with agency automation, technology, social media, websites, etc. From a consultant who can work one-on-one with your agency on specific issues to an industry work group focused on making sure independent agents are using the most effective business processes, practices and technologies, we've got you covered with moving your agency ahead in today's digital world.  
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Best Practices Program

The Big "I" Best Practices program provides member agents with meaningful performance benchmarks and business strategies that can be adapted to improve the performance of your agency, thus enhancing agency value. Learn more >>>

Caliper - Employee Personality Testing

Caliper is able to maximize your ability to achieve business results by delivering initiatives that help you to select, manage and develop people and understand the gaps between where you are and where you want to be. Big "I" members receive exclusive discount pricing on the premier personality testing product in the industry. Let Caliper tell you what you need to know before you hire a new employee. Learn more >>>

Career Clipboard

The Career Clipboard, a member service of IIANC, allows member agencies and companies to share available job openings around the state and view resumes of insurance professionals.  Learn more >>>


Docusign is the leading eSignature solution in the insurance marketplace offering easy, efficient and secure signing of electronic documents. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, improve customer service and reduce E&O exposure. Big "I' members receive exclusive discounted pricing. Learn more >>>


IIANC has developed a customized premium finance program for independent insurance agents. ifinance was created with you in mind and will strive to assist our agents in simplifying and improving the premium finance process. Learn more >>>


InsurBanc is an independent community bank that was founded by agents, exclusively for agents. Learn more >>>

Legal Services

Our Free Legal Service Program is a legal consultation service provided, without charge, to IIANC member agencies by Manning Fulton, based in Raleigh, NC. Member agencies are entitled to consult directly by phone with a Manning Fulton attorney or team member for up to one hour each year. In addition, Manning Fulton is available to handle additional legal work for IIANC members at their standard rates (contact Manning Fulton directly for details). Learn more >>>


Risk Management Tools

IIANC offers a variety of tools to help your agency manage risk while continuing to remain profitable and efficient. Resources include: Agency Operations & Procedures Manual, E&O Risk Management Review Program and the Virtual Risk Consultant. Learn more >>>


Websites, Digital Marketing, Call Center

The 24/7 Agency Solutions Program was created to help IIANC member agencies develop effective strategies to offer a more modern and efficient customer experience. We've partnered with best in class vendors for website design, digital marketing, mobile apps and after-hours phone service and can offer IIANC members exclusive discounts.  Learn more >>>