Agency Operations Tools
ACORD Forms Licenses
The Independent Insurance Agents & Brokers of America (Big 'I') and ACORD launched a new Big "I" member benefit. Starting Jan. 1, 2020 Big I members with annual P&C gross revenue of less than $50 million received a complimentary license to use ACORD forms.
On Jan. 1, 2020, ACORD will begin charging all users of ACORD forms an End User License (EUL) fee including agents, brokers, and carriers. Currently, most agents access ACORD forms via their agency management systems or other ACORD-authorized third-party forms redistributors. The Big 'I' has negotiated an agreement with ACORD, wherein Big 'I' will cover the cost of the End User Licenses when accessing via a management system or redistributor, or provide an EUL discount when accessing directly through ACORD Advantage Plus Program.
The result of this agreement is that your agency will not have to pay the End User License fee to ACORD, and agents will experience no change in your management system workflow or use of ACORD forms beginning on Jan. 1, 2020 - with the exception of an initial, and then annual, validation to confirm Big 'I' membership. This will be executed via a clickthrough acceptance.
Independent agencies and brokerages that do not belong to the Big 'I' national association, will need to pay EUL fees to ACORD or join IIANC to take advantage of this benefit and so much more!
Agency Assessments for Members
Running an independent agency is more complex and time-consuming than ever—but IIANC is here to help you work smarter and grow more profitably.
Our Membership Action Plan (MAP) assessments quickly evaluate your agency’s operational and technology needs and create a customized plan using IIANC resources.
- Free for IIANC members
- Takes just minutes to complete
- Receive a detailed report with insights, recommended actions, and a step-by-step checklist
The Technology MAP Assessment will evaluate your agency and provide custom recommendations for improvement in a variety of areas including website & online presence, social media & digital marketing, cyber security, AMS utilization & training, technology strategy & planning, e-signature, data protection & backup, IT services and more.
Agency Operations Manual
Skip the hassle of building your own office manual. Get a complete, ready-to-use version you can quickly customize to fit your agency - no advanced skills required.
Created by The Moberg Group (TMG), a leader in E&O risk management, this manual is built specifically for independent agents and brokers. It simplifies everything from routine endorsements to complex policies with clear, easy-to-follow workflows.
Delivered digitally, it’s perfect for:
- Training new employees
- Reinforcing procedures with your team
- Supporting “Rules of Evidence” requirements
What’s included:
- General Agency Procedures
- Personal Lines Workflows & Procedures
- Commercial Lines Workflows & Procedures
- Employee Benefits Procedures
- Job Descriptions
IIANC members enjoy special, discounted pricing of 25% off off the cost of the manual. To purchase at the discounted price, please log into the website with your member information. Once logged in, the link to purchase will appear below.
Demystifying NCDOI Agent Exam
Many IIANC members have questions on the North Carolina Department of Insurance Agency Review Process and what their agency should expect if they are subject to an audit. As a resource to our members, IIANC has now created a guide to Demystifying the NCDOI Agency Review. In addition, there is a corresponding Agency Self-Assessment Guide for IIANC members that might want to conduct their own audit to self-assess compliance to insurance regulations.