Access our tools to run your agency more effectively.
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, including:
DOL Overtime Rule — Shortcut to review how to comply with the Fair Labor Standards Act.
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 unexpected with our interactive online Business Continuity Planning Manual to create a customized plan for your agency to activate in the event of an emergency.
Benchmarking — Compare your agency with other agencies around the country, including the best performing ones
Perpetuation / M&A — Plan for the future of the agency with resources on valuation and market conditions and find consultants.