Skip Ribbon Commands
Skip to main content

Other Products

More Membership Advantages

Big I corporate partnerships provide IIABAZ Members with the following high-quality products and services at substancial member discounts.


Insure Response
IIABAZ members can save up to 40% off of monthly fees with Insure Response - our U.S. based call answering service partner. Forward your phones to Insure Response's insurance savvy team during your lunch hours, after-hours, over the weekends, on holidays or 24/7! Learn more at
   ACORD Forms
   End User Licenses

The Independent Insurance Agents & Brokers of America (Big "I") and ACORD have partnered to provide IIABAZ Members ACORD Form End User Licenses. Starting January 1, 2020, 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.

Learn More
ed in 1983, ITC works exclusively with independent insurance agents to provide digit
al marketing solutions. ITC has an in-depth understanding of the industry and serves approximately 6,000 agencies. Typical set up fee $350 | Monthly fee $5 - $300 (typical monthly fee is $69) 15% off for Trusted Choice agents. Learn more at

Forge3's ActiveAgency website platform is quickly becoming the go-to option in the industry. Incredible, best-in-class design combined with innovative features like Clickable Coverage, Hello Producer, Video Proposals, Power Panels and more help you look amazing, get found, sell more and service better. Set up fee $0 | Monthly fee $250. Learn more at

Learn More

Titan Web Marketing Solutions
Titan Web Marketing Solutions is a full service digital marketing agency. You'll have a team of experts that can provide you with a modern website that stands out from the crowd. SEO, Pay Per Click and Social Media services so you can be found on Google and seen on Facebook. Everything you need to build a digital presence. 
Set up fee $600 - $800 | Monthly fee $75 - $225 $95 discount on set up fee for Trusted Choice agents. Learn more at

Learn More
Advisor Evolved
Exclusively servicing independent agents, Advisor Evolved is very familiar with the challenges they face. Advisor offers a white glove service that includes unlimited support and assistance with content generation. 
Set up fee $1800 | Monthly fee $150 25% off set up fee and 15% off monthly fee if adding on optional Powerpack.
Learn more at

Learn More
Marketing 360
Marketing 360 is a full service marketing company offering an array of not only digital marketing services, but print, production and mailing services as well. They serve over 20,000 clients and are a one stop shop for marketing needs. $25/month for basic | $295/month for full service 10% discount on core packages for Trusted Choice agents. Learn more at


IIABAZ members may now receive exclusive discounted pricing from the industry's #1 esignature 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


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. Go to and use the referral code: azbigimember to get started.


Rough Notes Advantage Plus
Rough Notes Advantage Plus is an online sales and service resource designed to help your agency better serve your customers. Using this tool will lead to increased sales by improving  your  staffs knowledge of a prospects operation enabling them to better identify and cover customer exposures. Click here to learn more or click here to purchase. Use the IIABAZ member promo code "IIABA" to receive a $200 discount!


Affinity HR Group
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 Affinity HR Group 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.

IIABAZ members receive exclusive discounted pricing on the premier personality testing product in the industry. Members get $98 off the Caliper Essentials Report (final price of $270) and 10% off other products. Click here to learn more.


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 Simulator and ExamFX
IIABAZ Members receive Arizona licensing preparation materials - Exam Simulator - for $21.50 (regular price $49.95). Contact Mindy Wagner at 1-913-721-5643 or ExamFX materials are also deeply discounted for IIABAZ Members. ExamFX Video Study Package & Live Online Study Package - Go to, click on Register Now and Enter Email to get the discounted up to 50% off regular price.


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/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: 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.