Resources for New
Insurance Agents

Accounting, Financial, Legal Consulting Support
Our Distribution Strategies team can connect you with vendors that provide accounting, financial, and legal advice on topics like agency valuation, tax, financial statements, errors and omissions (E&O) coverage, strategic planning, and more.

Disaster Recovery Partnership
If your agency is impacted by an unexpected disruption due to events like a hurricane, power failure, or loss of critical equipment, a business continuity plan (BCP) can help you recover quickly. Manage and execute your BCP by working with a top continuity and disaster recovery provider, Agility Recovery, who is available to provide training, document storage, advisory services, and more.
Strengthen your BCP today by visiting: www.agilityrecovery.com.

Agency Management Systems Vendors
You can streamline workflows and organize critical agency data with an agency management system. If you’re still looking for the right agency management system for your agency, consider industry leaders such as Applied Systems and Vertafore. Selective agents who are new Vertafore customers can also receive discounts on specific Vertafore products.
Find an agency management system that works for you by visiting Applied Systems and Vertafore online:
Applied Systems: www.appliedsystems.com
Vertafore: www.vertafore.com

Other Vendor Discounts
Staples discounts are available through Staples Advantage when paying with a credit card. CDW is a one-stop-shop for a large variety of computer hardware, software, printers, scanners, peripherals, digital cameras, projectors, and more from trusted brands like IBM, Lexmark, Toshiba, Xerox, Sony, Microsoft, etc.

SBA Loans
The U.S. Small Business Administration (SBA) helps small businesses get funding by setting guidelines for loans and reducing lender risk. These SBA-backed loans make it easier for small businesses, including small business insurance agencies, to get the funding they need.
To explore SBA loans, visit: www.sba.gov/funding-programs/loans.

Additional Funding Resources
If you need funding beyond what's available through a standard SBA loan, you can ask us about our lending partners who specialize in the insurance marketplace, including the funding independent agency partners, and understand the unique needs of insurance agencies like yours. Some lending partners include Agile Cap, Live Oak Bank, and InsurBanc.

The National African American Insurance Association

The National African American Insurance Association (NAAIA) empowers and celebrates current and aspiring African American insurance professionals. NAAIA members get the opportunity to network with their peers and build partnerships with top insurance industry-leaders. The NAAIA currently has 21 chapters across the nation and continually expands to engage with more communities. 

NAAIA benefits include:

• Continuing educational credit
• Career development
• Conferences and networking events
• Exclusive access to NAAIA's member site
• Community initiatives sponsored by local chapters
• Access to top partners like IIABA, PIA, NAMIC, NAIFA, LAAIA, and CAIA
• And much more

Find out more or become a member today at www.naaia.org.

Independent Insurance Agents & Brokers of America (The Big “I”^®)

Join Big “I” today, and you will enjoy a host of networking and educational opportunities on top of other great benefits, including:

• Marketing and branding through Trusted Choice^®
• State and federal legislative advocacy
• In-depth research on industry-wide issues
• Leading technical insurance and agency management information
• Exclusive online market access
• Access to a reliable errors and omissions (E&O) program
• And more, including local chapters 

If you are looking to become an agent, or start an insurance agency, you can also access additional resources and tool kits designed to help you build your reputation and establish a strong client base. Visit www.independentagent.com to get started.
 
Discover how you can grow your business by joining Big “I” www.independentagent.com/belong. 

Professional Insurance Agents (PIA)

Whether your agency is just starting out or you’re looking to grow and expand, Professional Insurance Agents (PIA) can support you. PIA gives you direct access to key decision-makers in the industry who provide education and turn-key that can tools that save your insurance agency time and money. Join PIA, and you will have access to a staff of 80 insurance professionals who can help you take advantage of all that PIA has to offer.

Additional member benefits include:

• E&O coverage
• Advocacy at state and national levels
• On-demand webinars
• Employee training
• Networking opportunities
• And more, including local chapters

See what PIA can do for you at www.pia.org. 

The Selective Agency Meeting is held in each region for President Club agents and other key partners. During the meeting, attendees will meet with Selective’s Senior Management Team, participate in open industry discussions on the current and future challenges facing independent agents, and participate in educational workshops on critical industry topics. In addition, you will have the ability to converse with other successful agencies—delving into how to be a successful insurance agent, sharing ideas on ways to enhance your agency and achieve profitable growth.

Selective’s Women’s Agency Leadership Initiative is a collaborative and empowering effort for women in the insurance industry. Our learning community is dedicated to providing opportunities for peers to network, share ideas, and access high-impact training sessions.

See how our Women's Agency Leadership Initiative is making a difference.

The Selective Agency Leadership Series* is focused on developing and strengthening the skill sets of early career and future agency leaders. Selective Agency Leadership Series also enables participants to cultivate lasting relationships with Selective leadership. Our focus on developing the next generation of agency leaders is one way that Selective continues to invest in the independent agency channel. 

*Participation in the program is through nomination only.