Agent Resources

Tools For Your Agency

Coverage Resources

Legal Hotline

Get advice from attorneys specializing in insurance issues with OIA’s Legal Hotline. OIA members receive a 30-minute consultation with an attorney that provides advice on legal questions relating to the insurance industry. Call us at (800) 555-1742 to get started!

Virtual University

The Big “I” Virtual University is the leading technical insurance and agency management information source in the industry. Virtual University’s extensive research library provides information on all types of coverages, sample ISO forms, special features, checklists, white papers and more.

Ask An Expert

To help with these “just in time” issues, OIA members have access to Ask an Expert, a volunteer faculty of leading experts from around the country to help answer your questions.​

Virtual Risk Consultant

The Big I Advantage® Virtual Risk Consultant (VRC), powered by Rough Notes, is a powerful online client service resource tool useful for all positions in the agency and can help increase sales in most cases. With this tool, agency staff will be more knowledgeable about client and prospect operations, and the VRC’s commercial and personal line risk exposure analysis process.

FC&S New Subscription

With FC&S Online, members have the ability to get the information needed quickly with industry-leading search and drill down capabilities, receive real-time updates that keep you updated with changes as they occur and instant access to highly-skilled editors who can answer your difficult interpretation questions.

To get started, call The National Underwriter Company at (800) 543-0874 and refer to your OIA membership and promo code D00408EA when ordering. OIA members save 15 percent on new subscriptions.

ISOnet

ISOnet brings ISO’s vast wealth of insurance information to you over the web. Members can easily locate current and historical ISO documents, eliminating the time wasted tracking down misplaced or filed copies. For OIA members, a one-year subscription is $580. For more information or to purchase this product, contact ISO sales at(888) 778-4102, option 4, or by sending an email to ISOnet@iso.com.

Certificate of Insurance

Thanks to the knowledge and support of OIA members and the work of OIA’s Advocacy Team, Gov. Kasich signed certificates of insurance reform into law on Dec. 22, 2015, and the law took effect on March 23, 2016.

Contact Carolyn Mangas, OIA Government Affairs Manager, at (800) 555-1702 with questions.

Agency Management Systems

Strategic Insurance Software (SIS)

OIA has partnered with Strategic Insurance Software (SIS) to offer the Partner Platform, combining the best of the Partner XE agency management system with innovative sales and marketing capabilities. The Partner Platform is designed for an agency who is looking for easy to implement client acquisition and client retention capabilities that can be integrated into the life of the agency. This program provides agency access to one, truly integrated system to manage the entire life cycle of a client.

OIA members already using the Partner Platform can receive a 25 percent discount for onsite training events at your agency. Those with questions should contact Jordan Owens, SIS Sales Manager, at (614) 219-6555, ext. 371.

HawkSoft Agency Management System

HawkSoft is a program that powers thousands of agencies and is committed to helping push the independent agent channel forward. This unique partnership philosophy and industry-leading workflows can significantly impact staff productivity. Hawksoft has carved a niche by being the only vendor to have a 97 percent recommendation rate and average agency retention rate of 18 years.

OIA members can receive a 30 percent discount off the one-time setup fees for transitioning to Hawksoft’s agency management system. Those with questions should contact Linda Anderson, HawkSoft North Central Regional Sales Manager, at (866) 884-4680, ext. 1402.

 

Levitate

Keeping in touch consistently with your network is way too much to manage in your head or on a spreadsheet. Levitate helps you build and maintain authentic relationships, which drive more organic referral and word of mouth business (the best kind!). OIA agencies will receive 50% off for the first 6 months of their subscription, or 25% off when an annual subscription. LEARN MORE

CL Quoting

Talage is digital distribution for small business P&C insurance.  Talage has built a platform that takes advantage of their carrier API integrations and their adaptive and customizable application so that all players in the distribution channel win.

E-Sign

DocuSign allows you to automate and streamline all of your business-critical workflows by quickly accessing and signing documents, easily uploading and sending documents for others to sign, sending reminders and check signing status at any time. You save time and money while staying secure and compliant.

As an OIA member, you are eligible for a 20 percent discount on the Standard prepaid annual plan, which includes one or more users, ability to send documents for signature, shareable templates, fields, and folders and much more. Use promo code IIABAsafeco at checkout to receive the special $240/user/year rate!

*For DocuSign Standard and Business Pro single-user plans purchased on DocuSign.com, reasonable use is currently 100 envelopes/user in a 30-day period. If you exceed that amount, a DocuSign representative will contact you via email or phone to help you find a plan that meets your usage needs and you will have up to 30 days to adjust your plan. We will not turn off your account or bill you for overages until we give you the opportunity to get a plan that better suits your usage.

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