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OPERATIONAL RESOURCES
Our agency Operational Assessment is designed to help your agency evaluate standards, procedures and workflows as well as potential E&O threats.
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Agency Client Service Communications Specimen
Agency Client Service Sample Communications Toolkit
Agency Coverage Checklist Toolkit
Agency E&O Audit
Agency Life Cycle Toolkit
Agency Position Decription Toolkit
Agency Procedure Development and Audit Guide
Agency Task Backup Schedule
Best Practices - IIABA
Big "I" Markets
Big I Oklahoma HR Training On-Demand
Commercial Lines Procedure Audit - Sample
Coverage Declination Letter - Specimen
Disaster Recovery Plan Template
Disaster Recovery Planning Guide
Disclaimers for Proposals - Quotes
Documentation Guidelines Article
Docusign
Docusign Brochure
E&O Agency Self-Assessment Toolkit
E&O Risk Management Credit Audit - Start
E&O Website Review - Start
E&O Website Review Flyer
E&O Website Review Service - Five Percent Premium Credit
Ideal Traits (Big "I" Hires)
Mission and Vision Statement Exercise
My Agency Campus Position Track Training
New Hire Checklist
New Level Partners - My Agency Campus
Oklahoma Department of Labor Employer Resources
PATRA - Outsourcing
Personal Lines Procedure Audit
Position Description Development Worksheet
Recommendations for Destroying/Holding Onto Client Files
Right Start Training Series for New Agency Owners and Start-Ups
Social Media Policy
Startup Agency and New Owner Training Series
Step-By-Step Checklist for LinkedIn Profile
Symphony Talent Management
WAHVE - Big I Oklahoma Member Discount
Work From Home
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