Popular Resources

 

The most popular resources shared by members, instructors and staff via the members-only Big I Michigan Community Forum. 


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Personal Lines Coverage Checklist

To assist agents in understanding their customers personal lines coverage needs.

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Commercial Lines Coverage Checklist

To assist agents in understanding their customers commercial lines coverage needs.

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Best Spring Home Maintenance Checklist Ever

Members share their best ideas for a springtime home maintenance checklist. Download and customize with your agency info to share with your customers.

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Best Fall Home Maintenance Checklist Ever

Members share their best ideas for a fall home maintenance checklist. Download and customize with your agency info to share with your customers.

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Response to Improper COI Request

A sample letter that members can use in whole or part to address this issue with requesting parties.

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Calling on Cancellation Notices

Step-by-Step procedures for eliminating the practice of:

  • Calling and/or Otherwise Contacting Insureds When You Receive the NOC Notice of Intent to Cancel
  • Accepting Interim Payments
  • Accepting Cash Payments

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8 Steps to Agency Perpetuation

Chris Burand's 8-step process includes: Define Your Goals; Assess Whether the Agency is in a Legitimate Position to Support Perpetuation; Assess the Seller's Ability to Actually Consummate the Sale; Assess the Buyer's Ability to Qualify for and Sustain a Legitimate Transaction; Plan for Your Successor; Prepare Yourself; Prepare Your Agency; and Pull the Trigger!

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