Business Services
Looking for the right service provider to improve your firm’s efficiency or help you address issues of growth and profitability? Let The Council help with a directory of recommended partners.
Administrative Outsourcing
Patra Corp.
Patra Corporation is the leading provider of 24-hour administrative back-office services for insurance organizations, leveraging expertise and economies of scale to reduce operating costs and risk exposure. | Read More >
Continuing Education
WebCE
Web CE - a leading provider of continuing education, Web CE offers professional, convenient and low cost courses for property/casualty, life/health and employee benefits producers in all 50 states – and at a substantial discount for Council members. | Read More >
Online Industry Basics Training (The Institutes)
The Institutes is the leader in delivering proven knowledge solutions that drive powerful business results for the risk management and property casualty industry. The Council and The Institutes have partnered to produce a comprehensive, members-only online program consists of six modules, a total of 31 online courses, covering basics of the industry, consultative selling skills, client relationships building, fundamental business skills, basic management skills and more. Select just the courses you need or take the entire program for a very low cost. | Now Available!
Errors and Omissions Coverage
E&O Plus
E&O+Plus provides errors and omissions insurance for brokers that goes beyond standard coverage—it offers a comprehensive Quality Management Program that allows insured partner agencies to maximize operations at the same time as they reduce their overall E&O exposure and total cost of risk. | Read More >
Licensing & Registration Services
Vertafore Producer Lifecycle Management
Council members are eligible for discounts on business process outsourcing, electronic reference services, licensing/registration compliance audits and best practice consulting from the industry leader. | Read More >
Pre-Employment Assessment
Profiles International
The Council and Profiles International, Inc., a leader in pre-employment evaluation and assessment tools, continues their long-term partnership to provide Council member firms an edge in the hiring game by offering industry-specific, customizable, online assessment tools at a reduced price. | Read More >
Sales Preference Questionnaire™ (SPQ*GOLD®)
The Council and Behavioral Sciences Research Press, Inc. (BSRP) have partnered to offer Council members a pre-employment assessment to identify applicants that may talk a good game during the interview, but may not prospect for new business and make sales calls once you hire them. The assessment can also be used to identify Sales Call Reluctance® in existing sales staff, including producers, sales managers and sales trainers. | Read More > Premium Financing
First Insurance Funding
Proudly endorsed by the Council since 1998, First Insurance Funding has led the field in providing total financial solutions to over 100 Council members. Whether it’s premium finance, agency lending, wealth management or operational challenges – First can help.
First has no ownership interest in any Agency or Brokerage firms. This allows them to work objectively on your behalf – instead of competing against you. With operations in both the United States and Canada, First has the financial power and flexibility to competitively meet the demands of today’s challenging marketplace.
To speak to someone directly, contact Kimberly Dunlap Nagy at 847.572.4985 / or via email at: kedunla@firstinsurancefunding.com.
Registered E-mail/E-mail Encryption
RPost
RPost® provides e-mail users with tools that allow them to do more, better, faster and cheaper -- software-based business communication services designed in a simple-to-use form, that are used daily in countries around the world, by government, enterprise, as well as small businesses users. | Read More >