Agency Business Resources

Agency Technology

The Agents Council for Technology (ACT) Web site is designed to provide practical technology information for independent agents and brokers and to describe more about the ACT initiative. ACT is a partnership of independent agents, companies, technology vendors, user groups and associations dedicated to enhancing the use of technology and improving work flows within the independent agency system. 

At the ACT website, agents will find reports providing a vision of the future for agency technology, the recommended next steps for automation implementation, case studies of successful agency technology implementations, informative agency technology seminars, checklists, articles and other publications. 

Privacy Information

Tools to assists agents and brokers with complying with the privacy requirements contained in the Gramm-Leach-Bliley Act include an overview of GLBA, a sample disclosure notice developed especially for Missouri agents and an Opt Out Form for Remarketing Business.

Best Practices

IIABA's Best Practices Tools  are available to improve your agency's performance. The Best Practices initiative evolved by asking top-rated agencies how they got where they are. IIABA provides a complete family of Best Practices tools, workshops and services to help your agency reach its full potential. Best Practices can help you understand the past, analyze the present and formulate a strategy for the future. To obtain the resources you need, scan the list below and click on a topic.