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HR Resources

Recruit and Retain Talent for Your Agency

We’ve partnered with Big I to offer this comprehensive guide to recruit, screen, hire and onboard your next great employee. This toolkit covers everything, from hiring preparation, screening, on-boarding, and explanation of use.

Agent's Guide to Intership

Customize this comprehensive internship schedule for your agency to ensure your interns learn every aspect of your business.


The WAHVE program pairs agencies with experienced work-from-home industry leaders, helping you find highly qualified, experienced insurance professionals to meet your agency’s hiring needs.

Take the guesswork out of hiring decisions with employee assessments that help you find the right person for your agency’s culture.

The Big I Group Term Life insurance program not only provides coverage for final expenses but can also help with a variety of other family needs.

Sample Employee Handbook

Our sample employment policy handbook contains template policies that can be customized and used in your agency.


Sample Non-Compete

Our sample non-piracy agreement can be customized to help protect your agency from losing clients if a staff member leaves.


HR Courses

Use the practical advice in our HR training seminars to create an environment that fosters professional satisfaction and encourages employee development—a crucial component to help ensure your company has a true and sustainable competitive advantage. Discover new approaches and techniques for training employees and building organizational unity.

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