Agency Member Hub
Welcome to the IIAMT Family!
Follow this guide to ensure you’re maximizing the value of your IIAMT membership.
Questions? Email education@iiamt.org and we will make sure you’re taken care of.
New Member Guide
Follow the steps below to make sure you’re accessing everything that your membership has to offer.
1. Get Your Big “I” Login
2. Create Your Institutes Account
3. Check Your Market Access Eligibility
4. Explore IIAMT’s Additional Markets
5. Register For an Event
6. Download the Annual P&C Market Share Report
7. Follow IIAMT on Social Media
8. Sign up for Free E&O Course
9. Sign Up for 2025 Montana Legislative Changes Class
10. Browse All of Your New Tools
Member Benefits
And How to Access Them
Grow Your Agency
Protect Your Agency
IIAMT offers several market access points that will help any independent insurance agency grow to its fullest potential.
Available Markets: AmTrust, Berkley Management Protection, CNA, Foremost, Hanover, Liberty Mutual, The Hartford, Travelers, UFG
Click here to see additional markets available to you (powered by Public Risk Insurance Management)
Click here to see markets offered by the Big “I”.
Professional Development
IIAMT has partnered with ExamFX to offer IIAMT members a discount on the ExamFX Video Study pre-licensing course. To get the discount, enter examfx@iiamt.com as the manager’s email address during the registration process.
Registration is simple! Visit https://www.examfx.com/home
For more information, click here.
Big “I” Montana members receive unlimited access to 150+ on-demand and live webinar CE courses for all employees in your agency, included for FREE as part of your Big “I” Montana membership.
Big “I” Montana members receive an exclusive member-discount on all of The Institutes’ designations.
A live webinar series featuring interactive CE courses led by experienced insurance instructors.
Build specialized expertise in farm and agribusiness insurance. The AFIS designation equips you to confidently protect agricultural operations and the communities that depend on them.
Bookmark the IIAMT calendar to keep an eye out on any future education offerings!
Events/Networking
MAY 3 – 5, 2027
Helena Great Northern Hotel
835 Great Northern Blvd, Helena
Join us in Helena for a powerful event that will elevate your independence, expand your knowledge, grow your network, and accelerate your career. This is your moment to take charge — and you won’t want to miss it.
Bookmark the IIAMT Event Page
Bookmark the IIAMT Calendar
Working with our partners at Swiss Re, we have created one of the strongest coverage forms in the marketplace. Structured using a modular approach, our policy provides solid core coverage as well as coverage units to insure against other exposures of concern.
E&O-Customers First & How to Avoid Claims in Insurance
Approved for 3 General CE credit in MT. Also approved for E&O Risk Management Credit with Westport and Utica. For all other E&O carriers, contact them to see if this course will qualify.
Current scheduled courses:
July 14, 2026
August 11, 2026
September 8, 2026
October 13, 2026
November 10, 2026
December 8, 2026
Resources
Catalyit: Agency technology is overwhelming. Too many tools, too many vendors, and no clear way to know what actually works.
That’s why Catalyit exists.
Built by seven Big “I” state associations, Catalyit helps independent agencies compare tools, learn from peers, and build a smarter technology plan.
Enjoy 100 days of Full Access, completely free.
Big ‘I’ Members with less than $50 million in annual revenue will receive a free EUL.
Big “I” Hires: A complete hiring solution for insurance agencies. Start here to sign up for your free, limited-access account from IdealTraits.
We have a suite of resources available to our members to ensure their success/growth. If you don’t see what you need, please reach out for assistance (chances are, we have it!). Your IIAMT team is always willing to help in any way we can.
Click here to explore.
Other
Stay informed by reading our blog, following us on social media platforms and subscribing to receive our newsletter.
Discover how the independent agent is supported by the advocacy, lobbying, and legislative efforts put on by IIAMT.
Big “I” Retirement MEP: Retirement plans that can be customized to fit the needs of your agency
Virtual University: Virtual University provides information on agency management and technical insurance issues.
Employee Benefits: Group Term Life, Group Long and Short Term Disability, Group Dental and Vision Insurance
InsurBanc: InsurBanc specializes in insurance agency financing.
Ask an Expert: When you have a tough question, our experts are here for you. Submit a new question or browse the research library.
Member Savings
Your Prices vs Retail Pricing

*Market Access, Tools to Start an Agency, E&O For Your Agency, Networking Events, Premium Financing, State & Federal Advocacy, Agency Management Resources, Big “I” Resources, Legal & Compliance, Marketing Tools, Insurance Products for Your Agency, Insurance Products for Your Client, etc…
the 2027 IIAMT Insurexpo
rsvp now
Join us in Helena for a powerful event that will elevate your independence, expand your knowledge, grow your network, and accelerate your career. This is your moment to take charge — and you won’t want to miss it.
Need More Info?
Invest in your Agency’s Success.
You’ve chosen independence — but you’re never alone.
Partner with the IIAMT team and let us help carry the load, so you can focus on what really matters: growing your agency.






