Resources
Affiliates
Promoting and strengthening the Independent Agency Channel.
Partners
Continuing to help PIIAC be the #1 resource for independent insurance agencies.
Big "I" Hires
Cutting edge tools to help all business sizes hire top performers and staff.
Marketing Resources
Make it easier to market your agency as a member of PIIAC and IIABA.
Other Resources
Find all the resources and links you need!
PIIAC Affiliates
Thank you to our Affiliate Members for their continued support of the independent agency system. Join today to begin receiving exclusive access to our events, committees, networking events and many other member focused initiatives.
Affiliate members are vendors that support the insurance industry, including:
Technology Companies
Restoration Companies
Auto Rental Companies
Glass Companies
Roofing Companies
Attorneys
and many more. . .
PIIAC Partners
Thank you to our Partner Members for their continued support of the independent insurance agency system. Join today to receive exclusive access to our events, committees, networking events and many other member focused initiatives.
Partner membership is available for insurance carriers, premium finance companies and others who work exclusively with the insurance industry.
Hire Your Dream Team!
Big “I” Hires has cutting edge tools to help small to large insurance agencies hire top performing sales and service staff.
Cutting edge tools for any size of agency:
DIY Hiring Toolkit
Recruiting
Assessments
and many more. . .
Hire Your Dream Team!
Gain qualified pretiring talent matched to your specific job needs.
Find Experienced Staff Today
Fill staffing needs when you can’t find the talent, whether part-time or full-time
Save on hiring, training, managing, overhead and turnover costs
Generate operational efficiencies and drive growth
and many more. . .
Marketing Resources
TrustedChoice.com
As a member of PIIAC, your agency receives a Member Plus Profile on TrustedChoice.com, allowing you to receive referrals for real consumers looking for insurance. With an Advantage Subscription, your agency will be more visible on TrustedChoice.com, resulting in more referrals.
Marketing Reimbursement Plan
Trusted Choice will reimburse portions of expenses incurred by PIIAC members who have cobranded their advertising and marketing materials to include the Trusted Choice logo.
Agency Nation
Agency Nation resources help push traditional insurance marking into the past with insights, events and hands-on courses that get real results. Agency Nation will teach you how grow your business using digital marketing.
Trusted Choice Brand Resources
As a member of PIIAC and IIABA, you have access to free, sharable marketing content. Trusted Choice has also created ad campaigns that can be customized for your agency.
AVYST eForms Wizard
eForms Wizard can dramatically improve the submission process and ensure you have everything you need when meeting with your client.
eForms Wizard Bronze Subscription is free for PIIAC members.
ACORD Forms
ACORD provides the standard forms used by the insurance industry and are now available in a variety of formats.
PIIAC/Big ‘I’ Members with less than $50 million in annual revenue will receive a free EUL.
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.
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.
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.