Get Started – AIIA

Get Started

financing

Agency Financing

You have options for purchasing your book of business but may need to seek financing to move forward with your agency plans. One of the best places to work with for your agency’s financial needs is a bank that was designed specifically for independent insurance agencies.

operations

Agency Operations

Having the right workflows, procedures and staff in place is critical in running an efficient, growth-driven agency. Build a strong foundation with these in the beginning, so you can focus on other things in your agency like growth, client acquisition and retention down the road.

management systems

Management Systems

Choosing the right agency management system is a very necessary step in operating a successful independent insurance agency. It’s important to compare and understand the different options so you can make an educated decision that sets your agency up for success.

market access

Market Access Options

Being independent opens the door for your agency to access a wide range of insurance companies and products. It’s important to understand your many options for market access so you have the best products to offer your customers.

marketing

Customer Acquisition

Marketing yourself in the independent space is different than what you're likely used to doing in the past. You now have the opportunity to create a unique brand for your agency and design your own modern customer experience for your clients and prospects.

training

Training & Development

Set your agency apart from the competition with a staff that is highly trained and ready to provide superior customer service. From continuing education to custom in-house courses to online training, there are many options to build out a comprehensive professional development program for your agency.

Ready to journey down the road to independence? Reach out to AIIA to help you navigate.