Resources & Products For Your Agency
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.
RLI Commercial Package
BOP, Auto, Work Comp, Excess
Big “I” Employee Benefits
Group Life, STD, LTD, Dental, Vision
Special Events
MMIA/Alliant
Difference in Conditions
Earthquake/Landslide/Flood
Non-Insurance Programs & Services
Education
Members of IIAMT receive educational support, resources, and leading research to better serve the public.
Advocacy
While independent agents look out for their communities, we look out for them
on Capitol Hill and beyond.
on Capitol Hill and beyond.
Catalyit
Offers guidance on modern, efficient, and cost-effective insurance technology solutions.
Legislative Update Webinar
Designed to fulfill the MT legislative update license renewal requirement.
2025 MT Market Share Report
A summary of the P&C insurance marketplace. Exclusively available to IIAMT members.
Premium Financing
Empowering IIAMT members to streamline payments, boost retention, and grow revenue.
Agency Comp 360 Survey
Designed to give independent agencies a clear view into compensation, benefits, and outsourcing across the industry.
Professional Designations
Big “I” Montana members receive an exclusive member-discount on all of The Institutes’ designations.
Networking & Events
Powerful events that will elevate your independence, expand your knowledge, grow your network, and accelerate your career.
Big “I” Cyber Resources
We offer the tools, insights and resources you need to use technology strategically.
Best Practices
Provides a data-driven roadmap to help independent insurance agencies thrive—no matter the size or market.
Big “I” Hires
Find and hire the best candidates.
Agents Council For Technology
Empowers independent agents to use technology strategically.
Ask an Expert
Submit a question and receive a personalized response.
ePayPolicy
Secure online payments, connected accounting and solutions for scale.
Click here to request your member discount code.
Click here to request your member discount code.
Marketing & Branding
Amplify your local marketing and highlight the value that you bring to consumers.
Invest
Gives students real-world insight into careers in insurance.
Virtual University
Access to insurance, business and technology articles, reproducible consumer articles, state-specific resources, and more.
WAHVE
Fill your open positions with two solutions: contract staffing and direct hire. You pick the one that works for you.
InsurBanc
Offers insurance agency financing and custom cash management services nationwide.
DocuSign
Save on an annual plan with the exclusive IIABA member discount.
Caliper
A variety of HR tools including pre-employment assessments, talent development and transforming corporate culture.
More Resources
Guide to Service Provider Contracts
The “Best Practices Guide to Producer Contracts” outlines key components of effective agreements.
Agency-Company Appointment Contracts Guide
Outlines essential contract provisions, including ownership of expirations, data security, and post-termination rights, along with key considerations and sample language to assist in navigating agency-company agreements.
An Agency’s Guide to Producer Contacts
Breaks down key contract provisions, includes five sample contracts and features a producer contract checklist to help you build producer contracts with confidence.
Contract Reviews
The Big “I” Office of General Counsel (OGC) reviews agency-company agreements for member agencies and state associations, as well as carrier assistance requests. They have also conducted informal reviews of unposted agreements.
Memoranda & FAQs
These memorandums are not intended to provide specific advice about individual legal, business, or other questions.
Agency Guide to Social Media Advertising
Learn tips and tactics for the best ways independent agents can leverage social advertisements as part of their marketing strategy.
E&O Website Review
Getting an E&O website review from Virtual Agency Solutions is a simple, affordable way to uncover issues and reduce E&O exposures on your site.
Cyber Security Policy Template
Helps agencies easily comply with the requirement to have a cybersecurity policy in place.
Hard Market Tool Kit
Find resources to help you streamline a plan, communicate effectively, handle tough questions, and ultimately retain clients.
the 2026 & 2027 IIAMT Insurexpo
rsvp now
Join us in Billings and Helena for two powerful events 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.