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Other IIABA Endorsed Services

Agency-Company Appointment Contracts Guide

The Big “I" Office of General Counsel (OGC) offers a general guide to agency-company appointment contracts that is available at no cost to Big “I" members. The guide covers a wide range of the most important provisions commonly found in appointment contracts and provides key considerations and sample language developed by the OGC over many years. A few of the most notable provisions addressed in the guide include ownership of expirations, data security and post-termination rights.

The OGC encourages agents and brokers, state associations and carriers to use the guide as a resource when reviewing, negotiating and updating these agreements. The OGC will also continue to provide complimentary reviews of specific agency-company agreements based on requests from member agencies and state associations, and in connection with requests for assistance by carriers.

As a reminder, the guide and these contract reviews are provided for general informational purposes and are not a substitute for independent evaluation and specific legal, business or other expert advice on these important agreements.

Log in with your Big “I" credentials to access a complimentary copy of the new guide and the company-specific reviews that are currently available on the Big “I" Legal Advocacy webpage.

Caliper Employee Assessment & Talent Development

WHAT DOES CALIPER OFFER?

Using Pre-employment assessments in the selection process
Hiring trends by the numbers, the challenge, cost of a bad hire, common hiring mistakes, tips and more in this downloadable 8-page PDF.

Developing Your Team: What Makes a Successful Salesperson?
Guide your sales reps in developing six habits of successful salespeople.

Why Every Manager Should Be a Coach, Not a Boss.
The value of coaching and dive into managing as a coach.

CONTACT
Caliper Website
Phone: 609-524-1200
(identify yourself as an IIABA member)

Big "I" Discount
Big "I" members receive discounts on Caliper products.

DocuSign e-Signature

Big "I" members now receive exclusive discounted pricing from the industry's #1 electronic signature solution, DocuSign.

DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, improve customer service and reduce E&O exposure.

Save time and money
Send documents to clients instantly for electronic signature along with automated reminders. Plus, cut costs for paper, ink, faxing, and shipping.

Grow revenue by getting policies signed faster
Applicants complete and sign documents in minutes, and without errors, so your cycle time comes down dramatically.

Delight your clients
Clients get a faster, more convenient, and easier way to interact with you, no matter where they are. Conduct business securely and efficiently from almost anywhere, on practically any device.

Learn more at:

docusign.com/iiaba

Phone: 866-219-4318

InsurBanc

InsurBanc is an independent community bank that was founded by agents exclusively for agents. Organized in 2001 by the Big “I” specifically to serve independent insurance agents, we have developed a distinctive culture that allows us the opportunity to work with you as a partner to help optimize growth opportunities and manage your agency efficiently. We specialize in agency financing including acquisition and perpetuation and custom cash management services.

Member FDIC, Equal Housing Lender

For more information:

www.insurbanc.com

InVEST

InVEST, is a non-profit program dedicated to improving insurance literacy and attracting new diverse talent to the industry. We team with high school and college educators to provide a useful insurance curriculum for their students.

With the help of InVEST liaisons (insurance professionals), students have the opportunity for job shadow days, internships or even careers after graduating from InVEST.

InVEST provides all materials necessary to launch your first InVEST program, specifically created to appease the millennial generation, including lesson plans, textbooks, activities and more. Best of all, it's totally free.

How InVEST benefits the insurance industry:

Trains workforce and brings new talent for carriers, agents and brokers
Reaches a diverse group of employees, such as urban and minority students
Gets insurance professionals involved on a local level
Promotes positive public relations, positioning the industry as a respected liaison between the academic and business worlds
Produces knowledgeable insurance consumers

Find more information at:

investprogram.org

Levitate - Email Marketing

Introducing Keep-in-Touch Marketing: Email is essential, but it's increasingly difficult to do well.

97% of people say email is essential to their lives over texting and social media (Twilio SendGrid Email Benchmark and Engagement Study, 2019). 80% of emails across all industries sent with mass blast tools end up in a junk or spam folder (Mailchimp).

The next big marketing movement? Less marketing. Levitate combines AI-powered software with dedicated content specialists to help you build real relationships with your network. Levitate delivers personalized emails and texts - automatically and at scale.

Quality over quantity.

From list size to the number of emails you send, it’s the quality of your interactions that matters, not volume.

Be authentic.

”The Golden Rule” of Keep-in-Touch Marketing? Don’t send anything you wouldn’t want to see in your own inbox.

Stay consistent.
Make keeping in touch part of your everyday routine, and it will become the primary growth driver of your business.

Visit levitate.ai to learn more and book a demo. Onboarding fees are waived exclusively for MAIA members.

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