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Agency Management

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.

Email Encryption and E-Signatures — Track, prove, encrypt, e-sign, and more with RMail® and RSign® from RPost. IA&B members receive a 10% discount! 


 
  

Compliance Counseling Services

Affordable, fee-based solutions in lieu of IA&B's do-it-yourself compliance resources.

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Agency Procedure Manual

Customizable documents to formalize agency workflows

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