Annual Plan and Communication Schedule

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…

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Young Agents

African American business people team brainstorming at corporate meeting, discussing financial project strategy or market research result, employees entrepreneurs business partners negotiating

Business Resources

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Big I Hires

Concept of human resources, search for human capital. Human resources management, human development recruiting leadership and customer target group concept.

Trusted Choice

Trusted Choice is the national marketing brand created exclusively for Big “I” members to help consumers understand the value an independent agent offers. Your members can differentiate their agencies from the competition. Members can get help creating an advertising campaign, content for your social media channels, or complete a digital review to see how they…

Big “I” Employee Benefits & Retirement

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RLI Personal Umbrella & Home Business

12/12/2025

Property tax or home department. Mortgage. Home sale and home insurance concept. Contains documents related to real estate investments

Membership

Membership Downloads. Find materials to help make marketing membership a bit easier. Social Media Graphics Email Headers 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

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