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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


CISR Elmnts, Risk Mgmt
        June 27 ~ Wilkes-Barre, PA
Cyber Exposure/Solutions
        June 27 ~ 2-5 p.m. Webinar
CISR Personal Residential
        June 28 ~ Lansdale, PA
CISR Comm. Casualty I
        June 28 ~ Mechanicsburg, PA
Tricks to Fix Cvrg Gaps
      in Home, Work & Auto

        June 28 ~ 9-noon Webinar
Insurance in Headlines
        June 29 ~ 1-4 p.m. Webinar
Money: Retirement Acts.
        July 6 ~ 9-noon Webinar
Cyber Llability
        July 7 ~ 9-noon Webinar
CIC Personal Lines
        July 10-13 ~ Erie, PA
Full Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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Partner of the Month
The Main Street America Group

 

For me, IA&B is a resource on more than coverage, but also on how we operate.
David King
David King

President/CEO

Horst Insurance

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