Skip to content

Operations and Procedures Manual

Big “I” Sample Agency Procedures Manual

The Sample Agency Procedures Manual is a personal and commercial lines workflow template. If you decide to implement this manual, you must customize it to your agency’s procedures, and once customized and implemented, you follow it. Failure to track and update your written procedures when practices change can result in a client alleging errors and omissions claim against your agency.

We recommend you begin by downloading the template document then read the general instruction for your agency’s management team.

*You will be prompted to login with your Big “I” membership credentials to access this resource.

Note: If you would like help to customize this template to fit your agency, please contact our Business Consultant, Erin Schaaf, at (774) 573-3173 or email [email protected].