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Agency Solutions
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As an independent agent you know the importance of meeting a customer's needs with the right solutions. IIAW is dedicated to doing the same for you. Below are Agency Assessments for each of the five key pillars identified by the Agency Solutions team at the IIAW.


Each of the Agency Assessments below (Technology, Marketing, Operational, Strategic and Financial) contain approximately 50 questions and will populate a customized Action Plan upon completion. The Assessments are FREE and we encourage you to explore each of them! 


Take Our Quick Agency Assessment


Technology Agency Assessment

  • Assess your agency technology needs, data protection and preparedness for adopting new tools
  • View the Technology Resource Page

Marketing Agency Assessment

  • Assess your current marketing efforts, from website functionality to branding and advertising
  • View the Marketing Resource Page

Operational Agency Assessment

Strategic Agency Assessment

  • Identify agency strengths, weaknesses, opportunities and threats in a digital SWOT analysis
  • View the Strategy Resource Page

Financial Agency Assessment





Mallory Cornell

Vice President and Director of Risk Management





Evan Leitch

Technology and Risk Advisor



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