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Agency Management

Access our tools to run your agency more effectively.

DOL Overtime Rule — Review how to comply with the Fair Labor Standards Act.  

Starting an agency — Use our guide to understand the necessities for starting your own independent insurance agency.

Licensing — Read up on how to secure and maintain individual, agency and non-resident licenses.

HR / Employee Management — Rely on our HR Solution© collection of human resources products and services, Producer Agreement Toolkit, employment background check resources and more to run a successful agency.

Mapping Training & CE — Use job-specific training paths to guide the training process for a smoother transition.

Policies & Procedures — Formalizing agency business processes and workflows into a  Policies & Procedures Manual

E&O Prevention — Find E&O prevention tools, including sample disclaimers, FAQs and best practices.

Emergency Planning — Prepare for the unexepected with our interactive online Business Continuity Planning Manual to create a customized plan for your agency to activate in the event of an emergency.

Perpetuation / M&A — Plan for the future of the agency with resources on valuation and market conditions and find consultants.


 

 

Need help?

Fee-for-service counselors are available to help in lieu of many of the DIY compliance resources described here.
800-998-9644, option 4

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Upcoming Programs

P&C Licensing Course    
        May 2-4 ~ Exton, PA
CISR Life & Health    
        May 3 ~ Mechanicsburg, PA
CISR Personal Auto    
        May 3 ~ Salisbury, MD
E&O Risk Mgmt.    
        May 4 ~ Dover, DE
Contracts, Hold Harmless,
     Add'l Insureds, Etc.

        May 4 ~ 1-4 p.m. ~ Webinar
Leases & Contracts
        May 9 ~ 9am-Noon. ~ Webinar
CISR Comm. Property  
        *SOLD OUT-Wait List*  
        May 9 ~ Lancaster, PA
James K. Ruble Seminar     
        May 9-10 ~ King of Prussia, PA
CISR Comm. Property    
        May 10 ~ Frederick, MD

Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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Partner of the Month
Nationwide
 
For me, IA&B offers many tried and true resources for an independent agency.
Brad Allen, CIC, CRM
Brad Allen, CIC, CRM

Principal

Rossbacher Insurance Service

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