Agency Valuation & Perpetuation
Having a perpetuation plan for your agency is one of the most important investments you can make in your agency. It will protect you, your customers, your staff as well as your family. It is critically important for all agencies to document their plan, regardless of where they are in their agency lifecycle. That's why we have partnered with Agency Focus to help our members build the plan that is right for them.
Marketing & Branding
Trusted Choice is the national marketing brand used exclusively by members to help consumers understand the value that an independent agent offers. Get help creating an advertising campaign, content for your social media channels, or complete a digital review to see how you can optimize your website and social channels. Trusted Choice offers multiple free resources, tools, training and financial support for utilizing cobranded marketing materials.
Finding and hiring the right staff to start your business is a crucial key to your success. Big I Maryland is partnered with CareerPlug, our recruiting software of choice, to support your hiring operations. CareerPlug provides an easy-to-use system that automates many of the tedious, manual steps of the hiring process.
Our preferred payment processor, ePayPolicy, provides the simplest solution for insurance agents and brokers to collect credit card and ACH payments while passing on transaction fees to the insureds. Our partnership with ePayPolicy provides a simple, cost-effective way to process online payments through your very own company-branded payment portal.
Virtual Risk Consultant
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.