Access to All of Your Member Benefits Right Here
To make accessing benefits easier we have consolidated all the information required to access membership benefits onto this single page for your ease of use. For the specifics of each individual discount please look under the Membership Benefits tab.
E&O INSURANCE: This is the most sought after benefit by American Agents Alliance members. If you have questions call (866) 497-9222. To enroll online click here.
PREFERRED MARKET ACCESS: This is a special program for California producers only that allows members to write through our qualified preferred appointments and earn your way to direct appointments. For more information please call our Underwriting Department at (916) 283-9473 X15 or send an email to: firstname.lastname@example.org.
CPS EXPRESS QUICKLIFE: Start providing quality life insurance to your clients today, with or without a life license. Login to CPSExpressOnline.net/AgentsAlliance.
UPS SHIPPING DISCOUNTS: To enroll and start saving today, visit savewithups.com/alliance or call 1-800-MEMBERS FREE, M-F, 8 a.m. – 6 p.m. EST.
PROFESSIONAL DESIGNATIONS: Members can earn professional designations with The National Alliance for Insurance Education & Research at a discount. Please visit here for the specifics.
20% DISCOUNTED ONLINE CE COURSES: Click here to access our online education website. Your 20% dicount will be automatically applied at checkout.
AGENCY MATRIX DISCOUNT: Agency management software designed by agents. Members can enter the promo code AAA050 to receive a discount on the sign-up page here.
HAWKSOFT DISCOUNT: An Agency Client Managment System - made for agents, designed and supported by agents. To take advantage of this offer, please contact Chris LeJeune via phone at 866.884.4680 FREE Ext: 119 or via email at email@example.com and mention that you are a member of the American Agents Alliance.
AGENCY CONSULTING SERVICES: Members receive a FREE initial consultation and a discount off a broad range of agency manamgnet consulting services through Optimium Performance Solutions. For member benefits contact Jon Persky -- (813) 835-7337 or firstname.lastname@example.org -- or Becky Lathrop -- Becky Lathrop: (561) 373-0560 or email@example.com -- and let them know you are a member of the American Agents Alliance.
FREE AGENCY MANAGEMENT TOOLS: Five great tools developed by Jon Persky of Optimum Performance Solutions.
- Account Profitability Tool (XLS) — Analyze how much time can be spent on an account while achieving desired profitability levels.
- Writing One Account Tool (XLS) — Determine the time it takes to write one account and how many new accounts a producer can realistically write in a year.
- Income Statement Comparison Tool (XLS) — Compare your agency income statement vs. industry standards.
- Lifetime_Value_Retention (XLS) — Determine the number of calls, appointments and quotes a producer must make to achieve commission and premium goals.
- Producer_Goal_Setting (XLS) — Determine the profit on an account over its lifetime.
FREE LEGAL HOTLINE: Call: (866) 497-9222
LEGAL FORMS & TOOLS: Additional information can be found on the Forms & Tools page.
- Confidentiality/Non-Solicit Agreement (PDF)
- Standard Broker Fee Disclosure (PDF)
- Legal Memo: Commissioned Employees PDF (PDF)
- Broker Agreement (PDF)
- Employment Law Workshop (Video)
- Commercial Broker Agreement (PDF)
- CA HO Estimation Estimation Legal Memo (PDF)
- Cancel Check Guarantee Form (PDF)
- CA HO Estimation Estimation Regulations (PDF)
- Privacy Disclosure Notice (PDF)
- Auto Liability Coverage Only (PDF)
- Promise-To-Provide Agreement (PDF)
- Disclosure Form (PDF)
- Disclosure of Broker Status (PDF)
- Deferred Down Payment Agreement (PDF)
- Legal Memo: Insurance Regulatory Issues (PDF)
- MVR Compliance Manual (PDF)
- Regulatory Compliance Manual (PDF)
TURBORATER: Get 3 FREE Months of TurboRater*. Now available in California, ITC’s TurboRater is a personal lines comparative rater that is secure, efficient and easy to use. For more information about TurboRater and ITC, visit www.GetITC.com. Set up fees still apply. New customers only.
DISCOUNTED DISABILITY INSURANCE: Disability Insurance Program for Alliance members, age 69 and under! DSI is the plan administrator. If you want information on the program now, call DSI’s office at: (888) 279-8348 FREE (8 am to 4 pm MST). Identify yourself as a member of the American Agents Alliance and you’ll be provided with the program details. You may also visit us online at: www.gotodsi.com/AAA to request a quote and learn more about the program.
HR COMPLIANCE RESOURCES: Get a 10% discount on CalChamber compliance products and online training. Avoid mistakes that could cost your company a lot of money in potential fines and lawsuits. American Agents Alliance members can click here to begin the registration process.
DISCOUNTED EMAIL MARKETING: Up to 25% off on Constant Contact email marketing for your insurance agency. To take advantage of this members only offer click here. The discounted pricing will reflect after you set up a free trial.
LENOVO SAVINGS: Members Save up to 20% Off the everyday public web price at Lenovo. For more information and easy ordering call 1-800-426-7235 FREE, EXT 3569 (M-F: 9am - 9pm (EST), Sat-Sun: 9am-6pm (EST) or visit visit www.lenovo.com/lsp.
DISCOUNTED IT SERVICES: We've partnered with Archway Computer, a leader in the insurance field, to offer you affordable expert IT services for your insurance agency. Members receive a FREE system review plus a waived start up fee ($2000 savings).To take advantage of this special offer from Archway computers click here.
OFFICEMAX SAVINGS: Go to www.OfficeMaxWorkPlace.com. Your personal username and passwords are listed below. Please remember your username and password are case-sensitive. Username: AllianceMember | Password: A11iance2015 | After you complete your first online order, you will receive an email containing your personal ID number (PIN). In addition to providing you with speedier customer service, your PIN can also be used in place of your Username when you log in. If you would prefer to continue using your Username, you can do that, too! Please record your PIN, your username and your password for future reference. Your PIN will also be available on the Customer Service screen. If you have any questions, just call 800-817-8132 FREE. Press 1 for Customer Service or 2 for the Technical Help Desk.