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Non-Insurance Products




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.


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. 


Our preferred payment processor, ePayPolicy, provides the simplest solution for insurance agents and brokers to collect credit card and ACH payments while passing on transaction fees to the insureds. They help thousands of agencies across the country each day speed up receivables and bind policies faster. Start accepting insurance payments online today through your very own company-branded payment portal.

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

  • Accepts all major credit cards: Visa, MasterCard, American Express, and Discover
  • Accepts ACH payments
  • Compatible with mobile devices: clients can pay from a smartphone or tablet
  • Online dashboard to view all transactions: activity can be tracked and reconciled online at any time
  • Integrates with the most popular management systems in the industry
  • Receive automatic e-receipts for both you and your client
  • Begin accepting payments within 24 hours of setup (which only takes 5 minutes!)

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 or contact Morgan Patterson at 512.745.4459 or


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
Imperial PFS® offers flexible premium finance lending with multiple benefits for our agency partners and insureds. As a privately held commercial insurance premium financing company, and with over 40 years of experience, our Customers get a professional level of care that is unrivaled. Our creative service offerings include numerous program options designed to benefit insurance agencies, from cancellation avoidance tools to IPFS TotalPay™. 

Elliot Shannon
Sales Executive

Imperial PFS
9620 Livery Lane
Lakeville MN, 55044
Mobile: 952.454.3675


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

Start Your Agency's Valuation and Perpetuation Plan

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