Risk Management Tools

Agency Operations & Procedures Manual

After years of trying to write a manual for your office, you can now buy a complete manual and with very little time and effort customize it to fit your agency using basic word processing skills. Published by The Moberg Group (TMG), the leading provider of E&O Risk Management Services and Consulting Services, the manual was designed specifically for independent agents and brokers. Whether processing a non-premium endorsement, or the most complex reporting form policy, the easy to follow workflow make the process simple. Provided digitally, this manual is ideal for training new employees, reinforcing procedures to existing employees, and to meet the requirements of the "Rules of Evidence".

The manual includes:
  • General Agency Procedures
  • Personal Lines Work Flow & Procedures
  • Commercial Lines Work Flow & Procedures
  • Employee Benefits Procedures
  • Job Descriptions
IIANC members enjoy special, discounted pricing of 25% off the cost of the manual! To purchase at the discounted price, please CLICK HERE to login with your IIANC member login/password.

If you need any help logging in, please email membership@iianc.com.
If you are NOT an IIANC member, you can purchase the manual for the full price by clicking here.


E&O Risk Management Review Program

To help IIANC member agents remain competitive, well-organized, and profitable, IIANC Member Services (IMS) and SwissRe/Westport in conjunction with The Moberg Group (TMG), offer the Agency E&O Review Program for agencies participating in the E&O insurance program. TMG, specialists in agency operations, management, and business development, conducts the E&O Review Program for agencies referred by IMS. The program focuses on the agency’s operations, identification of potential E&O exposure, and recommendations for specific actions to be performed within a recommended timetable.
  • IMS & SwissRe/Westport provide a five year 10% premium credit for completion and compliance with the Review Program.
  • E&O Review credits are in addition to the credits received for participation in the E&O education classes provided by IIANC.
For more information or to schedule a review in your agency, visit www.MobergGroup.com, email info@moberggroup.com or call 828-349-5250.

Rough Notes Advantage Plus

Rough Notes Advantage Plus, formerly the Big I Advantage® Virtual Risk Consultant, powered by Rough Notes ("VRC") is a trusted insurance knowledge base platform available at a member exclusive discounted price to Big I members. Quickly get the information you need to understand your customers operations and exposures while identifying appropriate coverages. Gain access to the resources your agency needs, such as E&O checklists, sales and marketing tools, proposal language, plus training and development support.

This online sales and service resource is designed to help your agency better serve your customers. Using this tool can lead to increased sales by improving your staff’s knowledge of a prospect’s operation enabling them to better identify and cover customer exposures. It will also help your staff better understand the product they sell and assist with preparing proposals, explaining complicated insurance terms, and most importantly documenting client files. It is truly a tool that will increase the professionalism of staff and help your agency grow while limiting your exposure to E&O claims.

Subscriptions to similar products in the marketplace sell for thousands per year, but Big "I" members receive discounted pricing of $500/year ($200 savings over the retail price).
Learn More