Achieve Financial Fluency and Run a Profitable Agency with The AgencyCFO Training Program

​It takes more than selling insurance to run a successful insurance agency.  You need to know how to run a business and in particular build a strategic financial plan.  Our friends at RD Advisory Group, who provide fractional CFO services to agencies around the country, have recently developed a much- needed financial fluency training program called The AgencyCFO. Big I New York members with less than $750,000 in revenue and want to grow their agency are ideal candidates for this program.  Agency principals will be provided with the tools, guidance and coaching to run a profitable agency.  Plus, you will gain peace of mind getting the financial…

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Earn More with IMS

​The Independent Market Solutions (IMS) program is more than just a market access solution. For member agencies, it also works like an incubation program where you can gain appointments with various insurance carriers and quickly begin writing business. Many IMS markets require low to no volume commitments, offer competitive commissions, and a pathway to direct appointments. IMS agents also own 100 percent of expirations and can participate in any earned program contingencies.Because IMS offers a mix of standard and niche markets, you don’t have to turn away a client’s request on a risk that your agency doesn’t currently write. Instead, many IMS markets offer great…

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