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Agency Workflow

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The 2022 Agency Universe Study – also known as the ‘AUS’ - was recently released as a collaboration between the Big ‘I’ and leading independent agency companies. This biennial study was completed by 1,452 independent agents giving their detailed insights on all critical areas of running their businesses including; agency revenue and markets, carriers represented, customer service centers, agency staff, future planning, marketing information sources, and technology. The 2020 study also added a new section with insights into the impact COVID-19 has had on agency operations. As a service to ACT Members, we have summarized the ‘Technology’ section of the 2022 Agency Universe Study.
The 2020 Agency Universe Study – also known as the ‘AUS’ - was recently released as a collaboration between the Big ‘I’ and leading independent agency companies. This biennial study was completed by 1,437 independent agents giving their detailed insights on all critical areas of running their businesses including; agency revenue and markets, carriers represented, customer service centers, agency staff, future planning, marketing information sources, and technology. The 2020 study also added a new section with insights into the impact COVID-19 has had on agency operations. As a service to ACT Members, we have summarized the ‘Technology’ section of the 2020 Agency Universe Study.
Modern technology – secure remote connectivity, the Cloud, collaborative software, VoIP phones, and “Bring Your Own Device” (BYOD) – is disrupting the way we work and providing opportunities for remote out-of-office work. Many managers and employees are already working outside the office using their personal devices, but typically on an ad hoc basis without clearly written remote work best practices. Employers may have implemented security measures to protect their systems and data, but they rarely address the larger trend issue of remote work, also referred to as telecommuting. Remote-work best practices is not just about technology and security; it is also about the needs of people and companies. This guide will discuss the various types of remote-work options and best practices for organizations to implement a successful remote work and work-life fit program.
In conjunction with our ACT 'Remote Work Best Practices' document, ACT offers this downloadable 'Remote Work Agreement'. This is intended to be enacted between agency leadership and employees working remotely - either short- or long-term. Note the document has an overview of the agreements and a separate section at the end for the Agreement itself (just over one page).
The Big 'I' has partnered with ACORD to provide access to forms End User Licenses to most members through changing business model.
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Alexandria VA 22314
​phone: 800.221.7917
fax: 703.683.7556
email: info@iiaba.net

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