Retirement & Employee Benefits
Just because your agency is small doesn’t mean that you or your employees deserve less; in fact, they deserve more. Through your Big "I" membership you have access to an excellent retirement and group benefits programs with easy quoting, administration and affordability.
Retirement services include IRA, SEP and 401(k). Employee benefits products include group life, long-term disability, short-term disability and dental offered through The Guardian Life Insurance Company, which has a strong reputation for customer service and a solid financial rating.
To request additional information or to receive a quote, contact firstname.lastname@example.org with our national association. Already have group benefits in place? Drop us a line to see if we can beat your current rates!
Virtual Risk Consultant
The Big I Advantage® Virtual Risk Consultant powered by Rough Notes ("VRC") 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 staff’s knowledge of a prospect’s operation enabling them to better identify and cover customer exposures.
Starting at $250/ year, the VRC offers:
Risk Exposure Analysis Tools
Commercial and personal risk exposure analysis information at your fingertips with hundreds of industries, including narrative descriptions, minimum coverages and suggested WC, ISO GL, SIC and NAIC codes. The popular “Coverages Applicable” material, customized questionnaires and E&O coverage checklists are also included.
Reference and Proposal Tools
Reference materials to make sure agency staff understands the product they are selling and help create winning proposals. Included are access to ACORD forms, PF&M and a glossary of insurance terms.
Marketing and Prospecting Tools
Access to articles on various insurance topics that the agency can share with customers, post on their websites or use to create a client newsletter. There are also hundreds of professionally-written building business letters so you can spend more time selling and less time writing.
Gain a competitive advantage by purchasing the exclusive VRC today. Visit www.independentagent.com/VRC to learn more, view a product demo or order.