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Member Products & Services
Special programs, discounts, and services designed with your agency in mind. Please check back for updates and additional services regularly.
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Joyner & Burnette, P.C..
Decatur, Georgia
joynerburnettelaw.com
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IIAG Free Legal Program
Member agencies are entitled to 15 minutes per quarter of free legal consultation provided by Joyner & Burnette, P.C.., of Decatur, Georgia. With years of experience in agency and general business, these industry-savvy attorneys will answer your questions quickly and thoroughly, and let you know up front if additional (billed) time might be required. For details, Click Here. Call Joyner & Burnette at 404-638-5891or 1-800-442-4911 1-800-442-4911.
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IIAG Free Agency Consulting Program
Total Management Resources, founded in 1993 by Gil Simonds, provides sales coaching, assists in planning for compensation, marketing and growth, and provides help with agency evaluations and valuations, acquisitions, and more. IIAG member agencies exclusively receive 15 minutes of free consultation, per quarter. Click here to learn more.
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Agency Matrix
This 100% web-based system provides you with a state of the art agency management system which features hosting for your entire database, documents, image on the company's servers which relieves impact on your own systems' resources.
By using Agency Matrix, significant resources for bandwidth, storage space, redundancy, co-locations is greatly reduced.
Endorsed by IIAG, for its members, Agency Matrix is offering special pricing which includes a one-time set up fee of $99 and a monthly subscription fee of $89 after a 90-day trial period. Additional fees for ACCORD forms and conversion of data from another system may apply. Contact Andrew McElhannon amcelhannon@iiag.org or 770-458-0093 770-458-0093 ext. 110 for a special promotion code to take advantage of this offer.
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InsurBanc
The bank of choice for Independent Insurance Agents and Brokers
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.
You can rely on InsurBanc for custom products designed to underwrite your success.
Agency Financing
· Acquisitions and Perpetuation
· Working Capital
· Producer Development
· Debt Refinancing
· Owner-Occupied Real Estate
· Equipment Leasing
Cash Management
InsurBanc’s cash management program understand your unique seasonality and fluctuations and create a customer package of products and services that provide the best return on your money and provide operational efficiencies.
· Operating Accounts
· Investment Accounts
· Online Banking/Bill Pay
· Business Visa Cards
· Remote Deposit
· Remote Lockbox
· Wire Transfer/ACH
· Electronic Data Interchange
· Electronic Funds Transfer
Rough Notes Company, Inc. featured InsurBanc in a recent article “BANK ON IT: Created by agents for agents, InsurBanc delivers services tailored to their needs”. Click here to read the article and learn more about our unique approach to our agency relationships.
InsurBanc also offers consumer banking products such as home mortgages, certificates of deposit, free checking available to you and your employees.
Call us today at 1-866-467-2262 or visit www.insurbanc.com for more information.
Member FDIC, Equal Housing Lender, NMLS #406399
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Big 'I' Retirement Services
The Big 'I' Retirement Services program caters exclusively to independent agents. Members can get new plans or rollover an existing plan. Profit Sharing, 401(K)s, SEPs, IRAs and more. Services and plans available for both your agency and for individuals. Call Christine Munoz at (800) 848-4401 (800) 848-4401 today for a free no-obligation consult. Click Here to learn more.
Big "I" Employee Benefits
Long and short-term disability and group term life insurance. Click Here to learn more
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View the Ovation Payroll Brochure (PDF)
www.ovationpayroll.com
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Ovation Payroll Services
Other companies are setting aggressive goals to gain big market share in all insurance and benefit lines—health insurance plans, workers' compensation insurance and 401k plans. In other words, they want your customers' business, and they will do just about anything to get it. No wonder it’s tough to keep your clients, much less get new business. But by partnering with Ovation, you can protect and grow your book of business, while introducing a new line of revenue for your firm.
Why Partner with Ovation?
• Ovation is one of the fastest growing full-service payroll companies in the nation
• Ovation will not compete against you, but will strategically align with you to help you protect and grow your book of business
• Exclusive Revenue Share Program gives you a competitive advantage
• Introduces a new stream of revenue for your agency or brokerage
Exclusive IIAG Member Program
• Minimum 10% discount on payroll processing fees
• Revenue Share Program - Earn 6% referral fees (minimum 3 referred customers)
• Referred customers will receive minimum 10% discount on payroll processing fees
• Ownership of expirations
To learn more about Ovation Payroll go to www.ovationpayroll.com or contact Andrew McElhannon by email amcelhannon@iiag.org or call 770-458-0093 770-458-0093 ext. 110 to learn more.
Caliper
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 test and comprehensive consultation is just $245. Click here for more.
The Omnia Profile
The Omnia Profile is an independently-validated, easy-to-complete adjective checklist that measures workplace behavior and compares candidates to your vocational criteria and corporate culture. Highly regarded within the insurance industry, The Omnia Profile can tell you if a producer candidate has what it takes to post the sales numbers you need, or if your CSR candidate can assess needs, solve problems, and focus on details. Our easy-to-interpret, one-page report is packed with valuable insight to help you make an informed hiring decision. To register for a no-obligation free Profile, email Carletta Young: CYoung@OmniaGroup.com or call (800) 525-7117 (800) 525-7117, ext. 1226.
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The Mines Press
Order your Big "I" and Trusted ChoiceSM logo calendars, business cards and stationery from The Mines Press, and you'll know that your promotional gifts and correspondence will deliver the message of quality as well as care. www.minespress.com
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FedEx
IIABA members can now save up to 26% on select FedEx® shipping services. For more information or to enroll in this program, please go to www.1800members.com/iiaba or call 1-800-MEMBERS 1-800-MEMBERS ( 1.800.636.2377 1.800.636.2377, 8 a.m.–6 p.m.. EST, M-F).
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Big "I" Store
Wear the Big "I" Logo with pride! Choose from an array of quality logo merchandise, from umbrellas and caps to golf balls and mouse pads. Many items can be personalized with your agency's logo, too! Go to the Big "I" Store.
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Hertz
IIABA members enjoy special savings and upgrades on car rentals from Hertz. If you need your corporate discount number (CDP#), click here to request it by e-mail.
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Artizan Internet Services
Artizan Internet Services is an endorsed partner of The Independent Insurance Agents and Brokers of America (IIABA) for their company products, CSR24 and Service911. IIABA vetted Artizan’s products for compatibility with their member agencies’ needs, the company’s capacity to perform, and Artizan’s demonstrated high level of client satisfaction. Visit www.artizan.com for more information on these services.
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Scholarship for IIAG Member Dependents
The IIAG Past Presidents/YAC Scholarship was established to recognize and encourage academic growth, to financially assist IIAG agency members’ employee’s dependents, to promote insurance as a career while recognizing the leadership and achievement of IIAG past presidents. There is no required field of study for the $1000 scholarship; however, if the student is an insurance or risk management major, the scholarship is increased to $1500.
IIAG's Past Presidents Scholarship originated in 2004-2005, during the presidency of Kay Wimberly (Blount, Burke, Wimberly, and Hendricks/Statesboro), and was established 2005-2006 program year under President David F. Lewis, AAI, (Bryant, Wharton & Thompson Risk Advisors/Alpharetta)
The Young Agents Committee Leaders under the leadership of Clint Ivy, AIP, CIC (Fleming Insurance/Albany), voted uunanimous in 2008 to include the Past Presidents Scholarship Fund as a beneficiary of the annual YAC Charity Golf Tournament in addition to a social charity of the YAC Chairman’s Choice. IIAG’s Executive Committee renamed the scholarship to recognize the YAC contribution. In addition, the scholarship is funded from the IIAG budget, from gifts made in the honor or memory of IIAG members, from IIAG Past Presidents who are still active or retired, from agency principals and associates, and from our friends in the Georgia 1752 Club.
IIAG Members only - download the scholarship application here: http://ga.iiaa.org/PPYACScholarship2013.pdf
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