Other Resources
The Leading eSignature Solution DocuSign enables you to have your clients electronically sign documents from almost anywhere. DocuSign helps you streamline processes, reduce cost, increase efficiency, and reduce E&O exposure while improving your ability to serve your customers.
The standard plan includes:
Multiple Users
Basic Fields
Mobile App
Integration with Dropbox & Google Drive
Personalized Branding
Big “I” Members save up to 20% on DocuSign Products - New accounts only
Ask An Expert
When you have a tough question, our experts are here for you. If you can’t find your answer in the Research Library, we have volunteer experts who can answer, or find an answer, to your questions. Ask an Expert is a Big “I” Members resources. If you are a Big “I” Member, sign in to ask your questions or search the research library.
Educate Your Agency
As the state’s largest provider of insurance agent continuing education classes, PIIAC strives to have the right resource connections to help further your knowledge and career. From Agency E&O Risk Management to the highly acclaimed CIC and CISR programs, your Association is committed to being the source for all your insurance education needs.
Errors & Omissions Insurance to Protect Your Agency
When you know you have the best agency E&O Protection, you can focus on growing your most important asset – your business. As a member of PIIAC, we can offer you quotes for your agencies E&O through our exclusive relationship with Westport and Utica.
PIIAC Foundation
The PIIAC Foundation provides funds for the betterment of the Colorado Independent insurance agency channel. the foundation provides funding for workforce development, disaster relief and more.
Rough Notes Advantage Plus.
A Sales & Risk exposure evaluation tool you can afford.
Rough Notes Advantage Plus, formerly the Big “I” Virtual Risk Consultant (VRC) is a trusted insurance knowledge base platform available at a member exclusive discounted price to Big I members. Quickly get the information you need to understand your customers operations and exposures while identifying appropriate coverages. Gain access to the resources your agency needs, such as E&O checklists, sales and marketing tools, proposal language, plus training and development support. Big “I” members receive a $200 discount. Use code IIABA.
How does Rough Notes Advantage Plus Help?
- By helping to understand exposures of businesses in more than 650 different industries, including recommended minimum coverages.
- By allowing the creation and printing of comprehensive questionnaires to collect the information necessary to complete ACORD applications.
- By providing a comprehensive list of coverages with succinct definitions to enhance understanding at the point of sale.
- By offering important customer file documentation in the form of a comprehensive checklist of coverages offered, accepted, rejected or not applicable which is signed by the customer and stored in the file.