|
Agency Business Resources
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, click here to visit the Best Practices website.
Getting Started
Tools for motivating your agency team to commit to improved performance through Best Practices implementation.
Agency/Company Relationships
Resources for joint planning and for establishing or enhancing company relationships.
Agency Perpetuation/Estate Planning/Tax Opportunities
Tools and information to help agency owners understand key legal and tax issues affecting their business.
Best Practices Implementation Chart
Summary of all products and services, their benefits, prices, and how to order them.
Customer Service
Tools to help you determine and meet customer expectations.
Leadership/Team Building/Facilitation Skills
New approaches and management practices to help you be a successful leader.
Procedures/Workflows
Information regarding internal operations and managing change.
Sales Development
Resources to help you create a true sales culture and to hire, train, and motivate top producers.
Self Evaluation/Benchmarking
Research on how the best agencies in the country are performing and what they are doing to achieve superior results, plus tools to help you evaluate your performance.
Technology
What other agents are doing to gain a strategic advantage through effective technology.
IIABA Virtual University Newsletter - VU-Point
IIAN members can receive the best agency management newsletter in the country every two weeks, FREE with membership! The VU-Point addresses aspects of agency management, commercial and personal lines policy changes, overall marketing strategies, and the latest trends in technology and customer service! To subscribe today, visit http://vu.iiaa.net/Newsletter/Subscribe.htm.
IIABA Virtual University
Big "I" members have access to a wealth of agency management information in the online Research Library of IIAA's Virtual University, as well as online courses in Agency Management, Sales Skills, and Professional Skills. To find out more about this fantastic resource, click here to visit the Virtual University Website.
The MarshBerry Letter
This monthly agency management newsletter gives you top agency management advice from one of the best consulting firms in the country - hundreds of subscribers across the country pay $150 each year, but it's absolutely free as a benefit of your Big "I" membership! Monthly topics include producer and staff compensation, determining agency value, financial management and benchmarks, company contacts, purchases and mergers, and much more.
We now have previous MarshBerry and Middleton Letters archived on our website. They're only available to members -- log in using the red button in the upper left corner of this page and then click on this link to visit the archive.
MarshBerry.com
IIAN members can subscribe to this phenomenal on-line agency management recource at a substantial discount. A subscription includes online applications to assess your agency's performance, evaluate your agency practices and personnel productivity, set earnings goals, set salaries, determine producer validation schedules and much more! For a preview, go to www.marshberry.com or contact Doug Terrill at (888) 367-9279 or dougt@marshberry.com.
Company Contract Analysis
IIABA's legal staff is available at no charge to answer your questions regarding company contracts, and has analyzed the contracts of hundreds of companies in the Independent Agency System. They're just a phone call away - 1-800-221-7917. This valuable service is absolutely free to Big "I" members.
IIAN Lending Library/Information Center
IIAN's lending library is available to all members and includes:
Best Practices workbooks and tapes
-
Master Agency Manager - comprehensive management guide
-
Producer contracts and compensation
-
-
IIABA Publications & Tapes
-
-
Agency/Bank Joint Venture Kit
-
New Employee Orientation Video Tape
-
A Guide to Agency/Broker Ownership transfers
-
Selecting and Retaining Top Producers
-
A Guide to Catastrophe Preparedness
-
Customer Relations in the Independent Agency Audiotapes
| 
