Member Benefits

Membership Programs and Benefits At-A-Glance

When your agency is a member of the National Association of Independent Life Brokerage Agencies, membership opens doors to many opportunities. NAILBA offers a community of BGAs that you can rely on for support; tools to help you manage your business, and professional development for you, your staff, and the producers who work with you. To download a printer-friendly version of this Benefits Summary, click here.

NEW BENEFITS! National Purchasing Partners and FSEDNet

Members of NAILBA can access exlusive disocunts through National Purchaseing Partners (NPP). Take advantage of special pricing on popular products and services for business and life. You can also share select offers with your employees. More information is available here.

Community

NAILBA Network

Launched in the summer of 2015, this online community offers NAILBA member agency principals and staff unlimited opportunities to network from the comfort of their office or on their mobile device. Join the community for independent brokerage distribution and let your voice be heard!

NAILBA 37 (November 1-3, 2018)  

The must-attend event in the brokerage industry for learning about the latest financial products, services, industry technologies, sales products, and business applications.NAILBA37_Logo_2018.jpg





NAILBA CHARITABLE FOUNDATIONNAILBA Charitable Foundation

The mission of the NAILBA Charitable Foundation is to encourage volunteerism among NAILBA members and provide grant funds to worthy charitable organizations that serve to enhance the quality of life for those less fortunate, with a special emphasis on children.

NAILBA AGENCY SUCCESSOR NETWORKING GROUPNAILBA Agency Successor Networking Group

A group of NAILBA members who are, or soon will be, transitioning into the role of principal of their agency. This networking group provides leadership, management, and skill training to ensure the success of these new agency leaders, and provides the opportunity to build a network and support group of other new leaders. 

MOOERS AWARD OF EXCELLENCE

This prestigious award recognizes individuals in the brokerage community whose achievements demonstrate outstanding commitment to independent life brokerage and the insurance world. The recipient is honored at a formal awards ceremony and dinner at the NAILBA Annual Meeting.

NAILBA COMMITTEES

NAILBA members are encouraged to get involved in the inner workings of YOUR association. Committees develop Annual Meeting content, legislative opinion, professional development tools, and more.

SOCIAL MEDIA

NAILBA’s Facebook page, LinkedIn groups, and Twitter accounts help keep members engaged, informed, and entertained with up to the minute information about what’s going on in YOUR association.

Professional Development

NAILBA University

AGENCY PRACTICES WORKBOOK

Gives you tools to grow your business and monitor your bottom line!

RECRUITMENT PRACTICES WORKBOOK

 Identifies recruiting "best practices" as recommended by your fellow NAILBA members!

BGA CONTRACT MANUAL

Educates BGAs about responsible choices when negotiating carrier contracts.

AGENT SALES TRAINING PROGRAM 

An 18-course online program available exclusively to NAILBA members.

APS SUMMARY COURSE

Teaches agency staff how to complete attending physician summaries.

BGA EMPLOYEE TRAINING SERIES 

A 16-course online program available exclusively to NAILBA members.

BGA STAFF COMMUNICATIONS SERIES

A 3-course online program available exclusively to NAILBA members.

Tools

ANTI-MONEY LAUNDERING PROGRAM

An online training program required under U.S. Treasury Department rules and the USA Patriot Act.


BROKERAGE DESK REFERENCE

A comprehensive reference tool that outlines all of the basics of the independent brokerage industry.

E&O INSURANCE

Arthur J. Gallagher and Company, in conjunction with our partner Everest Indemnity Insurance Company is pleased to offer NAILBA member agencies a tailored, comprehensive Errors & Omissions program. In addition, NAILBA member agencies receive a referral fee for each affiliated producer who references their agency on their application.

AGENT E&O INSURANCE PROGRAM

Provides E&O protection specifically tailored to the independent insurance agent.


FIELD UNDERWRITING GUIDE

An interactive resource designed to help get applications completed right the first time. Version 3.0 released in spring 2011.


IMAGING IMPLEMENTATION GUIDE

Designed to help BGAs, carriers, and service providers communicate effectively through the use of data guidelines.


STANDARD INFORMAL TRANSMITTAL

Created to alleviate one of the most cumbersome procedures in the entire application pipeline -- the informal process.

Perspectives MAGAZINENAILBA Perspectives Magazine

NAILBA’s official magazine and communication tool, this full-color glossy periodical is published for NAILBA members and corporate supporters six times per year. Perspectives highlights current developments in the insurance and insurance brokerage field. Perspectives is also available in digital format, for easier reading on your mobile device or PC!

NAILBA NowNAILBA Now

NAILBA’s official bi-weekly e-newsletter provides timely information about NAILBA programs, news of interest from the brokerage community, and more. Delivered to NAILBA members’ e-mailboxes every other Tuesday!

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