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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


Additional Insureds 
        August 23 ~ 1-4 p.m. Webinar
Hold: Personal Lines 
        August 23 ~ Wyomissing, PA
Contracts, Add'l. Ins., Etc.  
        August 29 ~ 9a.m-Noon Webinar
Insuring Contractors 
        August 29 ~ Pittsburgh, PA
Insuring Trucks 
        August 29 ~ Ellicott City, MD
Hold: Commercial Lines 
        August 30 ~ Salisbury, MD
        Sept. 6 ~ Cranberry Twp., PA
Money: Retirement Acts. 
        Sept. 7 ~ 1-4 p.m. Webinar
CISR Comm. Property 
        Sept. 7 ~ Coraopolis, PAFull Schedule

Agency Procedure Manual

Customizable documents to formalize agency workflows.

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Partner of the Month
Donegal Insurance Group
For me, IA&B is an excellent resource for timely and relevant training.
April Ressler, CIC, CRM
April Ressler, CIC, CRM

President

Teeter Group

See training options thru 2017.

Training & Education