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Going Paperless

 

ACT Agency-Customer Texting and eDelivery Agreements

Even before going into our COVID world, customers were expecting ‘instant’ service – Via texting & electronic document delivery. ACT has worked with our knowledgeable Big ‘I’ general counsel staff to create a couple of great resources for agents Note: the FCC, through its TCPA ruling requires that when businesses text with customers, you must enact an agreement not only acknowledging texting, but also what can be texted, and also giving customers Opt-In Opt-Out capability. We have all this and more covered with a downloadable agreement you can share with your new and existing customers.
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Agency Resource - Downloadable 'Agency-Customer eDelivery Agreement' Template

Agencies should have an agreement with their customers on sharing electronic documents, eSignatures, as well as access to agency customer portals. Check out this free resources for BIg 'I' agents.
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Part 3 - eSignature - Agent and Broker Resources

In this third and final part of our ACT eSignature series, we offer a summary for agents and brokers - Resources and considerations to assist in making strategic decisions.
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Part 2 - eSignature Vendor Solutions

In this second part of our three-part ACT series on eSignature, we overview some of the vendor integrations that have emerged. Also provided are a number of vendor and industry resources for more background in planning an effective eSignature strategy.
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Part 1 - eSignature for Carriers

In this series of articles from ACT, we are providing insights on the benefits and ROI of Electronic Signatures – for Carriers, Technology Providers, and Agents & Brokers. In this first installment, we detail some of the industry traction – and opportunities - for our Carrier partners.
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Agency Information Security Plan

This Plan for Agency is intended to create effective administrative, technical, electronic and physical protections to safeguard the personal information of the Agency’s Clients and employees, the Agency’s proprietary and confidential information, the physical security of our premises, and the integrity of our electronic systems so that they are best positioned to function smoothly without interruption.
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​127 South Peyton Street
Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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