Agency Vendors

With access to an assortment of agency management tools and business programs, your IIAV membership is a valuable resource for running your business.  Your agency can also enjoy discounts for a variety of business services to save your agency money.

Endorsed Vendors

Workplace Advisors

Expert workplace services from a trusted partner.

Through IIAV’s partnership with The Workplace Advisors, members receive affordable, expert HR guidance tailored to the needs of independent agents and brokers.

  • Member Benefits Include:
    Unlimited HR compliance consulting with a dedicated advisor
  • Custom employee handbooks
  • Monthly legislative updates & ongoing support
  • Flat-rate recruiting services (90%+ success rate)
  • Compensation strategy & plan design
  • Employee engagement & professional development
  • Leadership coaching & behavioral assessments
  • No setup fees, no employee limits

Exclusive IIAV Member Pricing
Stay informed with weekly HR Minute emails and expert insights. Initial consultations are always free.
877-660-6400
hello@TheWorkplaceAdvisors.com

Imperial PFS

IPFS helps you generate revenue, automate processes, and provide great service to your insureds.

We are your one-stop source for premium financing and easy-to-use, time-saving solutions for insureds, such as:
Flexible online payment options

  • Secure eSignature and document delivery
  • Cancellation avoidance alerts
  • Custom-branded products and services

We strive to create competitive advantages for our clients. As the market leader in premium financing, our solutions help agents and insurance providers offer their customers improved cash flow and a streamlined payment process – all in One Platform.

WAHVE

A Smarter Way to Hire for Insurance
The insurance industry faces a major talent gap—400,000 positions will open by 2036 due to retirements, while turnover continues to climb. Traditional hiring isn’t working:

  • 74% of employers hire the wrong person
  • Replacing a bad hire costs up to 50% of the salary
  • 85% of applicants exaggerate on their resumes
  • 10M qualified workers are overlooked

WAHVE is the solution.
We specialize in insurance staffing with a nationwide pool of 4,000+ veteran professionals averaging 25+ years of experience.

  • Quality assured: Rigorous vetting ensures perfect role matches
  • Faster hires: Access remote “vintage talent” from across the U.S.
  • Cost-efficient: Save time and money with expert contract staff

WAHVE Talent Acquisition Outsourcing
Let us take the burden out of hiring—so you get the right talent, faster.

IA Valuations

You Value Your Clients, We Value Your Agency: “You’ve worked hard to build and grow your insurance agency, and you should know the fair market value of your greatest financial asset” is a good secondary option!

IIAV has partnered with IA Valuations, Big “I” Ohio’s trusted valuation provider, to offer independent insurance agencies exclusive access to valuation-based planning.

With 50+ years of combined experience, IA Valuations helps agency owners understand and maximize the fair market value of their greatest financial asset.

Why get a valuation?

  • Plan for growth
  • Ownership transition
  • Fair market value assessment
  • Preparing for your next chapter

What does IA Valuations offer?

  • Agency Fair Market Valuations
  • Agency Link
    • Buy, Sell, or Merge advisory services
  • Business Consulting Services
    • Perpetuation planning
    • Financial modeling
    • Transition planning
    • Optimizing internal operations
    • Template documents
    • And more

The Moberg Group

With over 20 years of experience in almost every aspect of the insurance industry, The Moberg Group can provide the solutions you need to help your agency succeed. The Moberg Group is a leading provider of independent agency consulting services and the largest provider of E&O loss control programs for independent insurance agencies. Regardless of the size of your agency or brokerage, The Moberg Group’s team of highly experienced consultants can assist your organization

with the following selection of services:

Save time with TMG’s customizable agency manual, designed for independent agents and brokers. Provided in Word format, it covers:

  • General Agency Procedures
  • Personal & Commercial Lines Workflows
  • Employee Benefits
  • Job Descriptions
    Perfect for training, reinforcing procedures, and meeting compliance standards.

Click here for more information and an order form

Pricing Worksheet

TMG Manual Order Form-IIAV 2023

E&O Risk Management Review
Through IIAV, SwissRe/Westport, and TMG, agencies in the E&O program can complete an operational review that identifies risks and provides actionable recommendations. Successful completion offers:

  • Additional credits for IIAV E&O education classes
  • 10% premium credit for 5 years

Click here for a brochure with detailed information on the E&O Risk Management Review Program.

For more information or to schedule a review in your agency, visit www.MobergGroup.com, email info@moberggroup.com or call 828-349-5250.

IIAV member agencies receive 1 free hour of phone consultation each year with TMG (two 30-minute sessions). Topics include:

  • Management Strategy
    • Sales & Marketing
    • Agency Performance (prior, current, planned)
    • Preliminary Industry Performance Evaluation
    • Agency Perpetuation
    • Profitability: EBITDA earnings before interest, taxes, depreciation & amortization
  • Process Optimization
    • Evaluate Current Workflow
    • Productivity Analysis
    • Standards
    • Procedure Documentation
    • Quality Assurance Practices
    • E&O Status
  • Automation Analysis
    • Agency Automation
      • Current utilization
      • Current automation plan
      • Disaster recovery plan
    • Document Management Strategy
      • Review and advise
  • Performance Management
    • Staff Evaluation/Recommendations
    • Talent Management
    • Hiring Practices
    • Compensations Programs

Take advantage of this valuable IIAV member service and contact The Moberg Group today!

Additional Services
The Moberg Group is IIAV’s recommended provider for E&O audits with their “Agency E&O Review Program.” They also publish the most widely used Agency Operations & Procedures Manual for insurance agencies, on which IIAV members receive discounted pricing.

**Above services do not qualify for the complimentary 1 hour phone consultation.

Find more Products & Markets

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Non-Insurance products

Imperial PFS

Imperial PFS, IIAV’s endorsed premium finance carrier, provides financing solutions nationwide with local expertise and responsive service. Benefits include online quoting, interactive account management, AMS integration, dedicated branch support, and flexible funding options. Contact Shane Powers at shane.powers@ipfs.com

Talogy, Formerly Caliper

Big “I” members receive exclusive discounts on Talogy, the industry’s leading personality assessment. Talogy identifies qualities for success in management, sales, customer service, and more—helping you place the right people in the right role.  

Insurbanc

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.

The Mines Press Insurance Printers

Order your Big “I” and Trusted ChoiceSM 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. 

Epay policy

Enabling agents and brokers to accept credit card and ACH payments online, while passing on transaction fees to the insured. With over 4,400 national clients, ePayPolicy provides a simple, cost-effective way for agencies to process electronic payments, and sign-up takes less than 5 minutes! Get started today and start accepting payments tomorrow.

Don’t forget to use the referral code “iiavmember” when you sign up!

Podium

Podium helps agencies grow with tools for reviews, webchat, payments, feedback, automations, and videochat—all in one platform. Improve client communication, boost visibility, and capture more leads. IIAV members get 15% off—just mention your membership!