These manuals are in Word format allowing
      you to edit and personalize.

Employee Orientation

Is there anything more bewildering than walking into a new office on your first day of work and having no clue
what you're supposed to do, much less where to find the bathroom? Adding to our collection of informative agency
management resource manuals, this employee orientation manual will make first-timers feel right at home.

 

You are able to customize and use it as a template to fit your agency’s specific needs by introducing the different
jobs and tasks at your business. It also provides a run down of what Insurance is, how it works and what is expected of your new employee.

Internship Guide

 

Staffing issues continue to be a major challenge for independent agencies.  One way to address these issues is to develop a quality internship program.  Internships can be a source of low cost, temporary labor and a recruiting tool for permanent employees.  The purpose of this Internship Guide is to familiarize you with internship programs and provide a framework for creating your own program.

Training Needs Checklist

You can assess the training needs of each employee and construct a meaningful education program aimed at agency goals.
Refer to our Training Needs Checklist for a method of determining training needs. 

The IIANM Board of Directors thinks every Independent Agency in NM should have a written disaster plan. As a result, the IIANM staff has created an easy to follow Disaster Planning Manual that will provide you with a template to create one for your agency.

Click here to print out your own personalized Agency Disaster Plan Manual.
(This is a rather large file and will take several minutes to download)

An Expert Look at Agency Valuation

The American Association of Insurance Management Consultants (AAIMCO.com) is proud to announce the publication of “The Standards & Guidelines for Appraising Insurance Agencies / Brokerages”.  This publication, three years in the development, responds to the crying need for a standard of valuation for the retail and wholesale agency and brokerage community in the United States and Canada.

•  Click here for the PDF download of "The Standards & Guidelines for Appraising Insurance Agencies / Brokerages”

•  Click here to visit AAIMCO’s website where the Standards can be also viewed and downloaded and where a list of consultants, experts and appraisers can be found.

 

 

 

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One of the major events in many people’s lives is earning the privilege of driving a motor vehicle. An important thing to remember is this: driving is a privilege…not a right. In order to keep this privilege, you will be required to do a
number of things. Failure to abide by the rules of driving might result in a loss of these privileges.

 

The information contained in this brochure will prove valuable to you as a new licensed driver.

Download NM Young Driver Brochure 

                                                                         

The New Mexico Insurance Council, an affiliate of the Rocky Mountain Insurance Information Association (RMIIA), is a coalition of organizations and companies committed to educating and informing consumers on New Mexico auto, homeowners, and business insurance topics.

Download NM Insurance Industry Brochure 

The information contained in your credit report can have a major influence over many parts of your life, including your insurance rates.

That is why New Mexico passed the Personal Insurance Credit Information Act, effective January 1, 2006, to help protect concumers' and insurers' use of credit.

This brochure answers common questions about credit information and how it relates to personal insurance, and explains the safeguards in place to protect consumers like you.

 

 

 

 

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Download Personal Insurance Credit Information Act Brochure

• NM Court Rulings on UM/UIM Coverage
• Red Flags White Paper
• 2006 IIABA Disclosure Guide
• Agency Retention Guidelines
• Business Entity License Renewals
• Contingency Commissions Final Report 2006
• "The Economics of Insurance Intermediaries." (The Wharton Report)

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• Dee Johnson Clean Air Act
• Exempt vs Non-exempt Guidelines 
• Informing Your Contractor Client About Certificate of Insurance Issues
• National Insurance Producer Registry
• Producing Broker Affidavit Form
• White Paper Examines Problems & Offers Solutions for Certificates of Insurance

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What Is Real Time?

“Real time is the ability to click on a button from a client file in your agency management system or comparative rater for immediate access to carrier information on that client. The transaction may be a quote, billing inquiry, claim inquiry/loss runs, policy view, endorsements or a request for information. This approach provides a single workflow for servicing or quoting.”

Learn More

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ACT Prototype Agency Information Security Plan

ACT developed this prototype security plan for agencies to use in developing their own written security plans customized to their own operations. This prototype plan also serves as a great checklist for agents to use in formulating their security program.

Click here for the ACT article,"ACT Releases Prototype Agency Information Security Plan"
Click here for the ACT Prototype Agency Information Security Plan (Best to "save" this Word document to your desktop to avoid prompt for a password. If you "open" the document, click "cancel" when you get the password prompt to open it.)
Click here for a list of articles dealing with agency security from ACT.

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