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Other coverage for your agency

Having trouble deciding which retirement plan is right for you or your agency? Big I Retirement Services is here to help you choose which plan best meets your circumstances. We’ve worked with more than 1,000 agencies to help them achieve their retirement goals.

Big I Support

With over 25 years in the retirement business, the Big "I" serves as a strong advocate for participating agencies. Whether it concerns a complicated transition from another provider, or perhaps a sale of the agency, we know your business, understand your market, and can grasp your needs.

Roll Over Your Plan and Save

Our advisers are available to all IIABA members to provide consultation on existing and new plans alike at no cost or obligation. At Big "I" Retirement Services, we consider you a member first, and a client second. Whether we’re building a new plan for your agency from the ground up or simply rolling over your existing plan in order to save you money with our low administrative fees, we strive to make your experience with us pleasant, professional, and hassle-free.

A Plan for Every Need

Whether your goal is to maximize owners’ contributions, lower your agency’s tax burden, or retain key employees, our retirement professionals can tailor and customize a plan to fit your needs.

The Big I Advantage

Aside from the fact that independent agents like you are the only clients we serve, there are some other advantages that make us different. Consider: 

Quality Investments

Participants have their choice of several investment options that cover the risk/reward spectrum. Investments are closely monitored, and are offered at institutional pricing and rates. Check out the current fixed rate.IRA Rate

State-of-the-Art Administration

All aspects of the plan are bundled, including form filings, quarterly statements, document maintenance, enrollments, and transition support. One low fee pays for complete plan services, so you can focus on running your agency instead of diverting resources to managing the plan.

The Big  I Employee Benefits program provides full service group benefits for our member agents.    Our program is underwritten by The Guardian Life Insurance Company of America, a multi-line insurance group with many years of experience in the business and administered by a dedicated service team just for Big IMembers. 

Group Term Life Insurance

The Big I Group Term Life insurance program not only can provide coverage for final expenses but also can help with a variety of other family needs.   Life insurance can be used for estate settlement, probate costs, mortgage pay off, college expenses and payment of medical expenses to name a few. The program offers guaranteed issue (with certain requirements being met), a variety of plan alternatives to fit your agency’s needs, coverage for spouse and children and optional coverage for employees.For more information please click here to download our brochure.

Group Long Term Disability

Protect your greatest asset – your ability to earn a living!   The Big “I” Long Term Disability program offers guaranteed issue (with certain requirements being met), up to $10,000 per month in benefits, a variety of plan alternatives to fit your agency’s needs, special benefits for residual disability, your choice of waiting periods and waiver of premium. For more information please click here to download our brochure. 

Group Short Term Disability

The Big “I” Short Term Disability program protects you from loss of income during an illness or accident that prevents you from working.   The program offers guaranteed issue (with certain requirements being met), up to $650 in weekly benefits and a variety of plan alternatives to fit your agency’s needs. For more information please click here to download our brochure.

Group Dental and Vision Insurance

The Big “I” Dental program offers two levels of coverage, basic and enhanced, with an extensive list of in-network preferred provider dentists.   Also offering options for out-of-network coverage and orthodontic services. For more information, please click here to download our brochure.  

The Big “I” Vision program offers coverage through VSP, with in and out-of-network coverage.Please click here to download our brochure.

Rough Notes Advantage Plus Program 

Rough Notes Advantage Plusformerly the Big "I" Virtual Risk Consultant (VRC) is a trusted insurance knowledge base platform available at a member exclusive discounted price to Big I members. Quickly get the information you need to understand your customers operations and exposures while identifying appropriate coverages. Gain access to the resources your agency needs, such as E&O checklists, sales and marketing tools, proposal language, plus training and development support.

Benefits of Rough Notes Advantage Plus 

  • Policy Forms & Manual Analysis (PF&M) -An essential go-to guide to strengthen your property & casualty expertise on commercial, personal and specialty lines coverages and concepts. Demonstrate your insight to enhance your competency. Use real court case decisions when presenting coverage concerns to new prospects and current clients.

  • Coverages Applicable - Learn appropriate coverages quickly and gain traction to remain competitive. Explore the insurance needs of more than 700 different kinds of risks with SIC and NAICS codes.

  • Personal Lines Risk Evaluation System - A comprehensive checklist personal lines risk exposures.

  • Commercial Lines Risk Evaluation System - A comprehensive checklist for more than 723 classes of business.

  • How to Insure Training Courses - Educational tutorials assist covering the industry insurance knowledge gap

  • Insurance Words and Their Meanings - A guide to insurance terminology for you, your staff and your clients.

  • Business Building Letters -  Hundreds of business support templates used for sales, and renewals and to run an efficient business.

  • Blogs - Over 300 short articles that agencies can use to blog, e-mail, or display on their websites to enhance sales lead  generation pipelines.

  • Digital Media - Animated videos used to book new clients and increase client retention.

  • In Action - A monthly newsletter of how you can turn coverage knowledge into powerful sales opportunities.

  • Rough Notes magazine - The industrys leading insurance agent publication.

  • The Insurance Marketplace - Agency professionals number one source to find hard-to-find coverages.

  • Property and Casualty Insurance By Philip Gordis - An easy -to-use, quick  reference guide to property and casualty insurance coverages. The indexing and examples put the answers to your basic coverage questions at your fingertips.


Annual subscription: $700

Big I members receive a $200 discount off the annual price by using promo code 'IIABA'

 Purchase Rough Note Advantage Plus

2408 Peppermill Dr., Ste A

Glen Burnie, MD. 21061

(P) 410.766.0600

Email: info@BigIMD.com


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