Become an IMS Sub-producer

Big I New York helps agencies gain access to useful insurance markets through its investment in Independent Market Solutions (IMS). This members-only program allows agents to quickly connect with carriers and find insurance products suitable for their clients' needs.IMS offers very competitive terms, and there is no cost to join. To start taking advantage of this exclusive member resource, you must complete New York's market access application. Before you begin the application, please make sure you have quick access to the following, which you'll need to complete the process:Agency (if applicable to your state) and individual agent license numbersAgency Federal Employee ID Number (FEIN)Agency E&O…

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Get 2 Months of Free Digital Payment Processing with ePayPolicy

​Have you thought about which technology investments you want to make at your agency this year? Here is a simple start: digital payment processing. A basic but essential feature for your clients.We’ve worked with our preferred digital payment processor, ePayPolicy, to offer our members two months of their service for free. ePayPolicy provides your agency:Ability to collect credit card and ACH payments (for only $20 / month)Digital, branded payment portal that your clients will loveNo contract or setup fees! Get signed up in 5 minutesUse promo code "biginymember" to get two months free!Source

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Catalyit Q&A: Top Questions

​I’m a small agency. How can Catalyit help me?Small agencies are often lean on staff and budget. Prioritization needs to be spent on carrier appointments and client acquisition. We get it. At the same time, being a small agency doesn’t mean you need to sacrifice on tools that can make you more successful and drive your profits. Simply by getting a better understanding of what your unique needs are as a small agency, and learning where you are on your unique Roadmap to Success, Catalyit is able to offer you solutions to meet your budget and – most importantly – your goals. You get workflow efficiencies, customer…

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