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Non-Insurance Products

 

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Big “I” Hires offers a variety of hiring resources, including: 

  • Recruiting with Ideal Traits: IdealTraits is an insurance agency-specific recruiting portal that has helped more than 6,000 agencies nationwide successfully source top performing sales and service staff. Agents can post jobs, receive resumes, send assessments and identify the right recruit. Posted jobs will appear top recruiting sites including Indeed, Zip Recruiter and more. 
  • Do it Yourself Hiring Toolkits: For agents who want to take a hands-on approach to find the right staff member, the DIY Toolkits includes sample job descriptions, interview questions, offer letters and more. Agents can follow up with Caliper profiles and knowledge assessments to ensure they have found the right fit for their agency.
  • Superior Professional Development: Agents can access onboarding resources, skills assessments and state-specific courses to help employees continue to develop their skills. Agents will also find thousands of articles on commercial lines, personal lines, forms and more to help troubleshoot tough technical insurance issues.

What if you could be the agency of the future?
The Internet of Insurance integrates with your AMS to improve the marketing and communication process for both agents and carriers. Built around security and connectivity, it tightly connects you to your carriers so you can seamlessly work your submissions with them. Whether you're automating intake with DAIS' powerful sales tools or helping a large client find the right carrier, the IOI can do things no other system can do.
Free to MIIAB Members
Is your agency a member of theMIIAB? The Internet of Insurance is free for your agency. This new technology will help your agency with everyday operations including new and renewal quoting. DAIS now offers a small commercial quoting tool to automate intake for new business. Powered by DAIS AI and Inquire, you will be able to easily intake new customers and reduce time spent entering data.

Want to learn more? Check out all that DAIS can offer and see the benefits of fully implementing DAIS at your agency.

LEARN MORE

New Small Commercial Storefront
For the last few years, the IIAW has been working closely with insurance technology company DAIS (“DAY-es”). In December, the Independent Insurance Agents of Wisconsin (IIAW) and the Minnesota Independent Insurance Agents & Brokers (MIIAB), announced a partnership to provide their member agencies with their own free customized storefront that they can use to write small commercial business more efficiently online. This storefront will automate intake for your sales and marketing process. Powered by DAIS AI and Inquire, your agency will be able to easily intake new customers and reduce time spent entering data.

Sign-up to claim your free portal and efficiently write small commercial business.

CLAIM YOUR Storefront

Need Support?  Call (773)353-2268, and select option 2 for support. Support hours are M-F 9AM-5PM CST. 

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MIIAB has partnered with ePayPolicy to provide the simplest way for agencies to collect insurance payments online. ePayPolicy was born out of the same need for convenience that brought about online banking. This simple service is being used by agencies and brokers across the country to collect ACH and credit card payments online in a single payment page. As one independent agent said, “It’s just plain easy to use."

ePayPolicy provides the simplest way for agencies to collect insurance payments online.​



Be sure to use promo code miiabmember when signing up (step 5).


Program Benefits
  • Bind accounts faster while offering customers a chance to earn points on their credit card
  • No merchant account needed and the funds are deposited to the account of your choice. 
  • Mobile compatible.  Your customers can remit payments online from their smartphone or tablet
  • Amex, Visa, MasterCard, Discover and ACH are accepted.
  • Receive automatic e-receipts.  You and your client will each receive an e-receipt after each payment is made
  • Online dashboard to view all transactions.  Activity can be tracked and reconciled online at any time
  • Transaction fees can be passed along to the payer and it’s auto-populated on the payment page
How the program works
  • As a member of MIIAB you can begin using ePayPolicy immediately
  • Agencies enroll/contract for the program online at the ePayPolicy website
  • For additional information, contact  Jamie Rodgers at 844.372.9300​


Program Features
  • Your company-branded, custom payment page is the fastest way to receive payments.  Email your payment page to customers, include it in your newsletters or attach it to your email signatures.
  • Simple fee structure with zero hidden fees
    1. 3.25% on credit card charges
    2. $3 on ACH
    3. $15 on chargebacks
  • No long term contract or technical expertise
  • $20 per month
  • ePayPolicy is PCI Level 1 compliant

Contact ePayPolicy 
For more information or to enroll in the program go to https://epaypolicy.com or contact Jamie Rodgers at 844.372.9300

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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
  • Perpetuation
  • Acquisition
  • Working Capital
  • Producer Development
  • Debt Refinancing
  • Owner-Occupied Real Estate
  • Equipment Leasing

Cash Management
InsurBanc’s cash management program understands your unique seasonality and fluctuations and creates a customer package of products and services that provide the best return on your money and provide operational efficiencies.
 
Member FDIC, Equal Housing Lender, NMLS #406399
 
For more detailed information CLICK HERE
PREMCO_White_Logo_Med.gifAs an independent insurance agent and agency owner, you know that one of the most critical aspects of your success is positive cash flow, which premium financing helps to create. Premco Financial Corporation was founded in 1989 by a prior independent agency owner, and provides an edge over typical finance companies by offering flexible finance terms custom tailored to meet the individual needs of both agents and insureds. Benefits to MIIAB members include preferred interest rates and enhanced benefits.
 
 
For more detailed information CLICK HERE
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For more information,
contact Greg Griffin at
or at (269) 375-3936
 

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The Big I Advantage® Virtual Risk Consultant powered by Rough Notes ("VRC") is an online sales and service resource designed to help your agency better serve your customers. Using this tool will lead to increased sales by improving  your  staff’s knowledge of a prospect’s operation enabling them to better identify and cover customer exposures.

For more detailed information CLICK HERE

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​Start Your Agency's Valuation and Perpetuation Plan​

Call IntellAgents at (800) 555-1742 and ask for Craig or Carey to start your perpetuation journey.​

You may also email Carey at Carey at carey@intellagents.io

Full Valuation Report
Gain an unbiased understanding of your agency’s value and make more informed decisions about the future of your business using IntellAgents’ Valuation Services, exclusively developed for independent agencies.

Let us be your trusted advisor. We’re here to ensure small- to mid-sized agencies are empowered with the right tools to plan their agency’s perpetuation.


Go Beyond the Number

The process of valuing and perpetuating an agency is about so much more than a number. With IntellAgents, you'll have a compassionate team of experts to guide you through the steps to perpetuate your agency internally or externally. Your agency is your lifeblood, your reputation and your legacy. Choose someone who understands that. Choose IntellAgents.