ACORD Forms

The Independent Insurance Agents & Brokers of America (Big “I”) and ACORD have partnered to provide IIABAZ Members ACORD Form End User Licenses. Big “I” members with annual P&C gross revenue of less than $50 million will receive a complimentary license to use ACORD forms. Click here for details.

Docusign

IIABAZ members may now receive exclusive discounted pricing from the industry’s #1 e-signature solution, DocuSign. DocuSign is used to accelerate transaction times to increase speed to results, reduce costs, improve customer service and reduce E&O exposure. Learn more at www.docusign.com/iiaba

ePayPolicy

Enables insurance agents to accept ACH and credit card payments online, while passing on transaction fees. Speed up receivables and bind policies faster. Start accepting e-checks and credit cards today through your very own online, company-branded, payment portal. IIABAZ Members can take advantage of the 40% off discount. No setup fee, subscribe for $15 per month (regular price $25), and cancel at any time. Visit https://signup.epaypolicy.com and use the referral code azbigimember to get started.

Levitate

Levitate Mass Email Marketing. Levitate powers relationships using the next big marketing movement…less marketing. Driving referrals and repeat business by keeping in touch with past clients and prospects. Tried and tested insurance industry email templates are built into the system to save you time and money. Levitate will sync with your email platform and AMS to ensure current contact information is maintained. Levitate’s onboarding fees are waived for IIABAZ members. Click here to find out more and book a demo

The Workplace Advisors

Every organization, regardless of size or number of employees, should have basic human resource policies and procedures in place to both ensure legal compliance and serve as a resource for employees and their supervisors. Big I Hires has partnered with The Workplace Advisors to provide IIABAZ members with a full array of HR support tools that are customized to meet the unique needs of your agency. As an IIABAZ member, you are eligible for discounts on Affinity HR Group products and services. For more information call (877) 660-6400 and be sure to identify your status.

Sales Assessment Testing

How many times have you hired agents whom you’re sure have tons of potential for selling, but once hired, they seem to fizzle out, or consistently sell fewer policies than you need? Let Sales Call Reluctance Testing help! As an IIABAZ member, you are eligible for a 10% discount on each Sales Call Reluctance Test you purchase. Call (602) 997-1101 or visit Sales Assessment Testing online and identify yourself as a member to get started.

Talogy Caliper

IIABAZ members receive exclusive discounted pricing on the premier personality testing product in the industry. IIABAZ Members get 10% discount on hiring assessment and 10% discount on Talogy Caliper staff development tools. Click here to learn more

Insurbanc

The bank of choice for Independent Insurance Agents and Brokers
InsurBanc is an independent community bank that was founded by agents exclusively for agents. Organized in 2001 by the Big “I” specifically to serve independent insurance agents, we have developed a distinctive culture that allows us the opportunity to work with you as a partner to help optimize growth opportunities and manage your agency efficiently. We specialize in agency financing including acquisition and perpetuation and custom cash management services.  – Member FDIC, Equal Housing Lender.

Exam FX

ExamFX offers a wide variety of online insurance pre-licensing courses in 50 U.S. States and D.C. Each course is designed to follow the individual state’s testing provider exam outline, ensuring that the information most likely to appear on the exam is covered. Click here to learn more about licensing exam prep offered by IIABAZ

UPS

The Big I and UPS took the guesswork out, and put the easy in. IIABAZ members have access to flat rate pricing with savings of 45% on Domestic Next Day/Deferred, 25% on Ground Commercial and Residential and up to 50% on additional services. In addition, members can take advantage of UPS Smart Pickup service for free. Open a new account, or if you are already taking advantage of our UPS savings program, re-enroll and apply the new discounts to your existing account by visiting: www.savewithups.com/iiaba or call 1-800-636-2377.

The Mines Press

Order your Big “I” and Trusted Choice logo calendars, business cards and stationery from The Mines Press, and you’ll know that your promotional gifts and correspondence will deliver the message of quality as well as care.