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Business & Operations

Business & Sales Consulting

Where Does Your Agency Need the Most Help?
Let us be your strategic business partner and put your agency on the path for success. Packages are available for monthly consulting services, help with interviewing/hiring/onboarding, customized services, and much more. IIANC's Business Consultant wants your agency to be successful and will work with you one-on-one to ensure it happens.

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Agency Compensation 360 Survey

The future of agency compensation starts here. IIANC, Catalyit and 37 other Big “I” state associations are proud to introduce Agency Compensation 360 – the first comprehensive, multi-state survey with user-friendly, interactive dashboards designed to give independent agencies a clear view into compensation, benefits, and outsourcing across the industry. In today’s talent-driven market, attracting and retaining top performers starts with knowing where you stand. This new, exclusive study gives you the data you need to compete smarter, hire faster, and build a stronger team.

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Agency Operations Tools

IIANC members gain valuable tools to run their agencies more efficiently, including a complimentary ACORD forms license (for eligible agencies), eliminating additional fees with no workflow changes. Members can also complete a quick, free Membership Action Plan (MAP) assessment for a customized report with actionable recommendations, access a guide to demystifying the NCDOI Agency Review along with a self-assessment tool to evaluate compliance, and receive discounted access to a ready-to-use Agency Operations Manual. Together, these resources help agencies streamline operations, stay compliant, and operate more effectively.

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Financial Tools

Your IIANC membership offers you numerous financial tools to help your agency be successful. IIANC offers a customized premium finance program, ifinance. In addition, InsurBanc is an independent community bank that was founded by agents exclusively for agents.  

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Legal Consulting

IIANC often receives inquiries from members seeking advice that requires the assistance of legal counsel.  The services of IIANC's law firm are available to members, on a limited basis, at no cost. Our Free Legal Service Program is a legal consultation service provided, without charge, to IIANC member agencies by  Manning Fulton, based in Raleigh, NC.

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Valuation & Perpetuation Consulting

For many agency owners, their agency represents their life's work, and as a result, it's most likely their largest single asset. To best protect you, your staff, your clients and your agency's future, it's important to have a thoughtful plan for your agency’s future, and that starts with knowing the value of your agency. When you go through the fair market valuation process you can expect to gain insights that will help you plan for your agency’s future and identify opportunities to grow your agency. Learn more from Carey Wallace and Agency Focus.

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