Support for Transitioning Agencies. The Captive-to-Independent webpage is now live introducing agents to the independent agency model, Big “I” resources, market access, education, advocacy and community. Membership Funnel — Leads routed to state membership directors via the “Belong” funnel for state-level engagement
Quarter 1: Build & Belong This is a natural reset point. Agents look ahead, set goals, evaluate staffing and revisit core processes. This quarter sets the tone for the year, and this is the time for the Big “I” to shine as a partner they can trust and lean on. Keep the Member Front-and-Center Promotional…
Membership Downloads. Find materials to help make marketing membership a bit easier. Social Media Graphics Email Headers Membership Ad Membership Tri-Folder Short Video Playlist Share these videos on your socials or at meetings. Established Agency Owner Video Video New Agency Principal Agency Perpetuation Video
Invest is a unique national program that educates high school and community college students on insurance, financial services and risk management topics, and encourages them to pursue a variety of insurance careers with a focus on independent agencies. Don’t forget our FaceBook Page — @NationalInVEST Logo Invest Video Playlist Share these videos on your socials or at meetings. Be sure to…
