Financial Management
Explore tools and services to manage agency finances, plus expert support for agency valuation and perpetuation planning.
Premium Financing
Imperial PFS, the nation’s leading premium finance company, is available to Big I NY members for commercial and personal lines business.
As a privately-held insurance premium financing company with more than 40 years of experience, IPFS® provides customers with a professional level of care that is unrivaled. Working with them awards you many benefits including: immediate commission collection, superior account receivable ratios, reduced billing expenses, enhanced service for your clients, increased annual income, and much more.
Agents
- Flexible terms & down payments with no volume commitments
- Financing for most policies as low at $250
- Efficient and knowledgeable service from a dedicated Sales Executive and local Branch office
- Web Quoting and online account management (including insured activity) for you and your clients
- Take control over your premium finance business with one centralized source for all your needs.
- Agency management system integration
- eSignature enables paperless processing
Insureds
- Combined billing makes managing accounts easier
- Improved cash flow
- Flexibility to choose payment plan: monthly, quarterly, or seasonal
- Quick approval process
- Fixed rate and terms
Request more info:
Deanna Meyer
deanna.meyer@ipfs.com
716.564.3308
Imperial PFS
170 Northpointe Pkwy, Ste 300
Amherst, NY 14228
800.888.3050
Online Payments
Our recommended payment processor, ePayPolicy, provides the simplest solution for insurance agents and brokers to collect credit card and ACH payments while passing on transaction fees to the insureds. They help thousands of insurance organizations across the country each day speed up receivables and bind policies faster.
ePayPolicy provides a simple, cost-effective way for agencies to process online payments. Beyond collections, you’ll have access to a variety of features to streamline accounting operations, including integrating payments into your management system.
Why ePayPolicy?
- ePayPolicy charges fees directly to your client
- Accepts all major credit cards: Visa, MasterCard, American Express, and Discover
- Accepts ACH payments
- Compatible with mobile devices– clients can pay from a smartphone or tablet
- Online dashboard to view all transactions– activity can be tracked and reconciled online at any time
- Integrates with the most popular management systems in the industry
- Receive automatic e-receipts for both you and your client
- No setup fee, subscribe for $20 per month, and cancel at anytime
- Begin accepting payments within 24 hours of setup (which only takes 5 minutes!)
*Use referral code “BigINYMember” to get two months FREE when you sign up!
Payroll Services
Heartland is a payroll solution that won’t steal your business. Did you know other companies are setting aggressive goals to gain big market share in all insurance and benefit lines? In other words, they want your business, and they’ll do just about anything to get it.
Heartland is different. They won’t go after your clients because they play well with everyone. They’re friends with trusted advisors (like you).
Deepen your relationship with your clients by helping them save on their payroll!
- Your referred clients will receive a 10% discount on payroll processing fees
- They will enjoy seamless payroll/workers compensation integration “Pay As You Go”
- Your agency will maintain ownership of expiration on all accounts you refer to Heartland
Heartland Payroll Solutions offers an exclusive Big I New York member program. Big I NY members receive a minimum 10% discount on payroll processing fees. Your agency maintains ownership of expiration on all accounts you refer to Heartland. They also offer a seamless integration between payroll and workers’ compensation premium collection through Big I NY-endorsed partner, PMC Insurance Group.
Contact Information
Amy Culwell
Senior Director of Business Development
amy.culwell@e-hps.com
Christina Bushko
Director of Payroll Operations
christina.bushko@e-hps.com
Nina Goyco
Senior Account Manager, Payroll Strategic Partnerships
nina.blue@e-hps.com
Agency Financing & Cash Management
InsurBanc is an independent community bank that was founded by agents exclusively for agents. Organized in 2001 by the Big “I” specifically to serve independent insurance agents, InsurBanc has developed a distinctive culture that allows it the opportunity to work with you as a partner to help optimize growth opportunities and manage your agency efficiently.
You can rely on InsurBanc for custom products designed to underwrite your success.
- Perpetuation
- Acquisition
- Working Capital
- Producer Development
- Debt Refinancing
- Owner-Occupied Real Estate
- Equipment Leasing
InsurBanc’s cash management program understands your unique seasonality and fluctuations. That’s why they create a customer package of products and services that provide the best return on your money and provide operational efficiencies.
Call InsurBanc today at 1-866-467-2262 or visit www.insurbanc.com for more information.
Member FDIC
Agency Valuation & Perpetuation Consulting
89% of agency owners do NOT know their Fair Market Value. Do you know yours?
To best protect you, your staff, your clients, and your agency’s future, it’s important to have a thoughtful plan in place, and that starts with knowing your agency’s value. Your agency’s value is much more than a number. When you go through the process of understanding the fair market value of your agency, you’ll get an understanding of:
In partnership with Agency Focus, Big I New York members will receive a FREE 30-minute consultation. This discussion will review your agency’s needs and provide you with advice and resources focused on business planning, agency operations, compensation strategy, and more! This is a great opportunity for members to receive one-on-one guidance on data, valuation, and perpetuation planning from a trusted industry resource.
Partnered Discounts
Talogy (previously Caliper) provides a deeper, more comprehensive suite of talent-management solutions that can be used throughout the entire employee lifecycle.
It all starts with the Talogy Caliper personality assessment (previously known as Caliper Profile), a proprietary employee and applicant assessment instrument that accurately measures an individual’s job-performance potential. It’s an objective assessment that helps you find out who is best suited for a given job based on their intrinsic motivation relative to the role’s responsibilities.
How does it work?
- Measures an individual’s personality traits as they relate to their ability to succeed in a job
- Helps in understanding what motivates each individual
- Can be taken online or by using pen and paper
- Ideal for employee selection and/or employee development
With the right people in the right roles, witness an increase in productivity, employee engagement, and profitability.
Talogy is offering all Big “I” members (new clients only) a FREE Individual Development Guide ($100 retail value) with the purchase of your first Talogy Caliper personality assessment, plus a 10% discount on hiring assessments and staff development tools.
Find significant savings, even more than corporate discount prices, on more than 30,000 office supply products.
Special Big I NY Member Program:
- Better pricing than Staples.com (saving up to 24%) or most Staples store locations
- Free, next-day delivery on orders over $50 placed by 4 PM
- Access to a “Members-only” highly discounted online catalog
- Specialized pricing on top-selling products
- Dedicated account manager committed to finding new ways to help you save
- Registration is FREE
QUESTIONS?
