Independent Insurance Agents of Dallas

What Independent Insurance Agents of Dallas does

Independent Insurance Agents of Dallas (IIAD), legally Independent Insurance Agents of Dallas, Inc., is a private nonprofit 501(c)(6) trade association founded in 1883 as the Dallas Board of Underwriters (renamed the Dallas Association of Insurance Agents in 1930). Headquartered at 12001 North Central Expressway, Suite 100, Dallas, Texas, IIAD serves independent insurance agencies and industry partners across the Dallas-Fort Worth Metroplex and broader North Texas region, currently claiming over 300 members across agency, carrier, broker, and vendor categories.

IIAD's core offerings are organized around a membership-based service portfolio. The Agency Membership (tiered by employee headcount from $357 to $2,625 annually) and Associate Membership ($650+ annually) anchor the revenue base, supplemented by event registrations and sponsorships (North Texas Insurance Day/Jim Millerman Convention, Golf Tournaments, Scholarship Shootout, monthly luncheons), advertising in the Dallas Insurance Insider magazine, and recruiting/staffing services through the wholly-owned Insurance Employment Service, Inc. subsidiary (15% placement fee vs. 25% industry standard). Member benefits include over 15 hours of complimentary continuing education annually through the IIAD CE Learning Center (powered by WebCE), access to networking programs (Elite Dallas emerging leaders), and scholarship programs. The underlying technology stack is built on YourMembership.com association management software for the member portal, event registration, and directory services, with no proprietary AI/ML components.

IIAD operates with a lean 4-person staff (Executive Director, IES Director, Marketing & Events Director, Administrative Assistant) and a volunteer Board of Directors drawn from member agencies. The association has no external investors or venture funding; all operations are funded through membership dues and program fees. Strategic priorities include workforce development via the InVest program in Dallas-area high schools and university partnerships with UT Dallas and University of North Texas, supporting the long-term talent pipeline for the independent insurance channel in North Texas.

Name

Independent Insurance Agents of Dallas

Legal name

Independent Insurance Agents of Dallas, Inc.

Website

https://iiadallas.org

Company type

Private

Founded year

1883

Operating status

Operating

Headcount range

1–10 employees

Short description

Independent Insurance Agents of Dallas is a nonprofit 501(c)(6) trade association founded in 1883, serving over 300 independent insurance agencies, carriers, brokers, and vendors across the Dallas-Fort Worth region through membership dues, networking events, continuing education, recruiting services, and scholarship programs.

Ownership category

akta.pro rank

Headquarters

HQ city

Dallas

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Membership Dues: Annual and quarterly membership dues based on agency headcount, ranging from $357/year for 1-3 employees to $2,625/year for 100+ employees. Associate membership at $650+ annual.
2. Event Registrations and Sponsorships: Revenue from registration fees for events including North Texas Insurance Day, Golf Tournaments, Scholarship Shootout, and convention sponsorships at various tiers.
3. Advertising: Advertising opportunities in the Dallas Insurance Insider magazine and on the IIAD website.
4. Recruiting Services Placement Fees: 15% placement fee for members (vs. 25% industry standard) on candidate starting salary for staffing services.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels9 records

Core offering

Independent Insurance Agents of Dallas (IIAD) is a regional trade association serving independent insurance agencies in North Texas. It provides membership benefits, continuing education, insurance industry recruiting and staffing services, networking events, advocacy, and publications for its member agencies and individual insurance professionals.

Product overview

Independent Insurance Agents of Dallas (IIAD) operates as a trade association offering a membership-based service portfolio centered around professional development, networking, and workforce solutions for independent insurance agencies in North Texas. The core offerings include Agency and Associate Membership programs, Insurance Employment Services (a recruiting/staffing service with discounted placement fees for members), the IIAD CE Learning Center for continuing education, the Elite Dallas Emerging Leaders program, the Dallas Insurance Insider publication, and signature events including the annual North Texas Insurance Day/Jim Millerman Convention, Scholarship Shootout, and various networking events. The association also runs the InVest program for high school student outreach.

Differentiator

Problem solved

Functional benefit

Products and services

• Agency Membership

Quantifiable outcome

• Over 15 hours of complimentary continuing education provided annually
• +2 more outcomes

Named customers14 records

Segments2 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Ten partnerships are on record, tiered core and minor.

• University of Texas at Dallas (UTD)coreStrategic or Co-development PartnerIIAD partners with UTD to provide sizable scholarships for students in the Risk Management and Insurance field. UTD students are sponsored to attend the annual North Texas Insurance Day event.
• University of North Texas (UNT)coreStrategic or Co-development PartnerIIAD works with UNT to support professional development in the insurance industry. UNT students are sponsored to attend the annual North Texas Insurance Day event.
• Woodrow Wilson High SchoolcoreStrategic or Co-development PartnerIIAD and Young Agents have teamed up with Woodrow Wilson High School as part of the InVest program to introduce high school students to insurance careers through Academy of Finance Boot Camps.
• W.H. Adamson High SchoolcoreStrategic or Co-development PartnerIIAD and Young Agents partner with W.H. Adamson High School for the InVest program, teaching objectives including Personal Lines, Commercial Property, GL, Workers Comp, and Employee Benefits.
• InVest ProgramcoreStrategic or Co-development PartnerNational program that helps high school students who want to attend university with an Insurance/Risk Management program or go straight into the insurance industry. IIAD is the local partner implementing the program in Dallas-area schools.
• Marsh & McLennan AgencyminorGTM or Marketing PartnerTop sponsor of IIAD; Elite Dallas President Marissa West represents Marsh & McLennan Agency on IIAD leadership.
• CRC GroupminorGTM or Marketing PartnerTop sponsor of IIAD; Scholarship Shootout sponsor.
• Texas MutualminorGTM or Marketing PartnerPresenting sponsor of North Texas Insurance Day; provides CE opportunities.
• Insurance One AgencyminorStrategic or Co-development PartnerElite Dallas Vice President Keith Howell represents Insurance One Agency on IIAD committee.
• IPFSminorStrategic or Co-development PartnerPartnership Chair Eddie Chen represents IPFS on Elite Dallas board.

Scale indicators4 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Independent Insurance Agents of Texas (IIAT): State-level trade association for independent insurance agents in Texas. Operates as IIAD's parent affiliate at the state level, providing similar CE, advocacy, and member services to Texas independent agencies across the state.
• Independent Insurance Agents of America (Big I): National trade association for independent insurance agents and brokers. IIAD's national umbrella organization, providing federated advocacy, branding (Trusted Choice), and member services across state and local affiliates.
• Professional Insurance Agents (PIA): National trade association representing independent insurance agents and brokers. Competes with Big I federated model for independent agent membership, providing similar education, advocacy, and carrier-market access services.
• Trusted Choice: Big I's consumer-facing brand and marketing program for independent insurance agents. Directly tied to IIAD-affiliated IIABA membership and provides consumer lead generation for members.

Broad incumbents

• Council of Insurance Agents & Brokers (CIAB): National trade association focused on the largest commercial insurance brokers and agencies. Represents a broader, larger-scale incumbent segment of the insurance intermediary industry with overlapping advocacy and education functions.
• Risk and Insurance Management Society (RIMS): Global trade association for risk management professionals and corporate buyers of insurance. Adjacent to IIAD's scope with overlapping education and event programming but focused on the buyer rather than intermediary side.

Others

• Insurance Journal: Leading insurance industry news and media publication covering independent agents, brokers, and carriers. Competes with IIAD's Dallas Insurance Insider magazine for member advertising and industry mindshare.
• WebCE: Continuing education platform for insurance and financial professionals. Already integrated with IIAD via iiad.webce.com and supplies the CE infrastructure underpinning IIAD's complimentary CE offering.
• Applied Systems: Leading insurance agency management system and technology provider. Sells core operating software to IIAD's member agencies, making it an ecosystem partner whose product adoption signals member health.
• Vertafore: Insurance technology provider offering agency management, rating, and carrier connectivity solutions. Comparable to Applied Systems as ecosystem infrastructure used by IIAD's member agencies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/DallasIIAD

Revenue estimate

Valuation estimate

Number of profiles

Profiles14 records

Subsidiaries1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Independent Insurance Agents of Dallas