Access Generate Revenue Connections Make ROI Agency · new business growth and profitability using...
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Save Time ROI Agency Operations Make Connections Generate Revenue Group Products Market Your Agency Information & Analysis Access Markets Advocacy Carrier Partnerships Insurance Products 2019 PIA National Guide to Member Benefits
Transcript of Access Generate Revenue Connections Make ROI Agency · new business growth and profitability using...
SaveTime
ROIAgency
Operations
MakeConnections
GenerateRevenue
GroupProducts
MarketYour
Agency
Information& Analysis
AccessMarkets
Advocacy
CarrierPartnerships
InsuranceProducts
2019 PIA National Guide to Member Benefits
Business-building tools
> PIA Branding Program. MarketyouragencyusingPIA’sprintadvertisements,radiocommercials,socialmediasupportandconsumer-friendlyissuepapersforyourclientsandprospects.
Coming soon: Plasteryourcom-munitywithPIApostcardsyoucanuseaspartoftheUSPSEveryDoorDirectMailprogram.
> Hartford Flood Insurance.Easyenroll-ment,dedicatedlocalsalesdirectorsandbooktransfer/rolloverteam,training/CE,freecertifiedzonedeterminations,24/7claimsreportingandspecialPIAmembercommissionsregardlessofvolume.
> PIA Market Access. Accesstoover50nationalandspecialtycarriers,real-timeonlinerating,ownershipofyourbookandnoexitfeesforalowmonthlyrate.Visitwww.piamarketaccess.com.
> AVYST eForms Wizard.QuicklyandeasilyprepareACORD,agency-specific,andcarrier-uniqueapplicationsandforms,enteringdataonlyonceinanorganizedinterviewformat.Gettomarketfaster!
> FLOODBROKER.COM.Sellmorefloodinsurancewithyourownfloodquotingwebportal.APIAmemberexclusive!
> DocIT for Agents from Drivers History.DocITforAgents’onlinedatabaseofdriverviolationdatahelpsagentsalignapplicantswiththerightcarrierearlyintheautoquotingprocess.AvailableonlytoPIAmembers!
> Rough Notes Advantage-Plus.HelpsidentifyriskexposuresandprovidesdetailedcoverageanalysisforC/LandP/L.Save$100/yearwithPIAmemberdiscount.
> Agency Revenue Tools.Boostpersonallinessalesbyengag-inginemployeeworksitemarketingusingyourappointedmarketsatregularcommissionrates.
> Using the PIA logo.PutthePIAlogoonyourbusinesscard,website,stationeryandsignage.OrderitemswiththePIAlogoinouronlinestore.
Insurance products
> E&O insurance. Professionalliability,errorsandomissionsinsurance.Withaccesstomultiplemarketswithdifferingappetites,includingadmittedandnon-admittedmarkets,chancesarewecanfindthecoverageandpricethat’srightforyou,evenifyouhaveamoreunusualrisk.Visitwww.pianet.com/eando.
> PIA agents umbrella program.ExcessinsuranceprotectionincludesE&Oandbusinessliabilitycoverage,withavailableendorsementsforEPLandpersonalcoverage.Coveragenotavailableinallstates.
> Cyber insurance.PIAisproudtoofferrobustcoveragetailoredtosmallandmid-sizedbusinesses.CoverageisavailableforPIAmemberstopurchaseandalsotosell.
> Individual and group insurance products.Basic,voluntary,anddependenttermlife;long/shorttermdisability;AD&D;businessoverheadexpense;andhospitalincomeprotectionforyou,youremployees,andfamilies.Visitwww.piatrust.com.
Cutting-edge communications> PIA Connection magazine.Award-
winningpublicationprovidingPIAanalysisfromtheagent’sperspective.
> PIA National’s website, www.pianet.com.
> PIA Agency Marketing Guide. Hands-onmarketingtipsfromindustryexpertsandagentslikeyou.Publishedannually.
> PIA Advocacy Blog.Timelyupdatesaboutwhat’shappeningonCapitolHillandonstateandfederalregulatoryissues.Visitwww.PIAAdvocacy.com.
> PIA in the news.PIAisthego-to,authoritativesourcefortheindependentagent’spointofviewacrossawideswathofinfluentialindustrymedia.
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A product of the PIA Branding Program
For online access to the PIA National member benefits listed here, please visit www.pianet.com.
Learn more about these PIA National member benefits
at www.pianet.com.
PIA CONNECTIONNATIONAL ASSOCIATION OF PROFESSIONAL INSURANCE AGENTS
MAY 2017
NO FEDERAL INSURANCE CZAR! PAGE 9
New PIA Agent Survey Results p. 13-21
NEW
NEW
MARKET ACCESS
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Industry & business affairs
PIANationalworkswithindustrygroupssuchastheAssociationforCooperativeOperationsResearchandDevelopment(ACORD)andtheInsur-anceServicesOffice(ISO)toimproveprocessesandaddresschallengesfacingtheinsuranceindustryingeneralandagentsinparticular.PIAisleadingtheefforttoenableagentstoquoteandbindpoliciesfromasingleplatform,akaTheBuyButton.
PIAalsoprovidesourmemberswithpracticalguid-ancetohelpthemkeeptheiragencypracticesincompliancewithinsuranceandgeneralbusinessregulationsandmorealignedtothewayotheragenciesdobusiness.GuidanceisalsoprovidedtoassistPIAmemberswithprotectingtheirownershipandcontrolofagencyexpirations.
Carrier relationsAgency management tools
Tools from The PIA Partnership
Becausegoodrelationshipswiththecarriersyourepre-sentarevitaltoyoursuccess,PIANationalkeepsanopenlineofcommunicationwithinsurancecompanies—andusesitonyourbehalf.PIAmemberscanconstructivelyvoicetheirconcerns,socarriersunderstandhowtheirdecisionsaffecttheiragencypartners.
ThroughourongoingactivitieswithThe PIA Partnership,PIA’scompanycouncil,wedevelophands-ontoolsspecifi-callydesignedforusebyagentstohelpthemstrengthentheiragencies.
> Agency Agreement Review Service. Freetomembersandcarriers,PIArecommendschangestocarriersandhighlightsconcernsformemberssotheycanmakeinformeddecisionsabouttheagreementstheysign.
> Agency Preparedness and Recovery Plan. ThePIAguidetocreatinganagency-specificbusinesscontingencyplan.
> Discounted producer licensing services from Central Licensing Bureau.
> Prescription discounts.Savemoneyonprescrip-tionsnotcoveredbyinsurance.AvailabletoPIAmembersandtheirclients.
> Employee profiling.HiretherightpeoplewithskillsandpersonalitytestingfromOMNIA.
> Discounts on shipping with UPS, calendar products from Mines Press and car rentals from Alamo.
> Free subscriptions to industry publications.
ThePIAPartnership—ajointeffortofleadinginsurancecarriersandPIA—developshands-ontoolsforPIAmemberagenciessuchas:
> Cyber 101.Cybereducationforyouandyourclients.
> The Voice of the Commercial Lines Customer.Oureyeopeningresearchhelpsindepen-dentagentsunderstandhowtheycanstayaheadofonlinecompetitionincommerciallines.
> Closing the Gap — Growth & Profit. ProjectandplanfornewbusinessgrowthandprofitabilityusingPIA’scalcula-tors.UsePIA’sturnkeyapproachesforimprovingretention,salesandaccount-roundinginyouragency.
> Agency Touch Points — The Voice of the Customer. LearnhowtocapitalizeonPartnershipresearchtogivepersonallinescustomerswhattheyreallywant.
> Reaching Gen Y.ThisonlinetoolhelpsagentsunderstandandreachGenYagegroupinsuranceconsumersandconvertthemintoloyalagencycustomers.
> Perpetuation Central. Thishands-on,interactivetoolguidesagenciesthroughthedecision-making,planningandimplementationstepsofagencyperpetuationorownershiptransfer.
Coming soon:PerpetuationCentralwillsoonbereplacedbyanon-demandversionofThePIAPart-nership’snewandimprovedperpetuationprogram,AgencyJourneyMapping.
> Practical Guide to Successful Planning.Thisvaluableresourcehelpsagentsplanforsuccesswithintheirownagenciesandcoordinatetheirplanswiththoseofthecarrierstheyrepresent.
For online access to the PIA National member benefits listed here, please visit www.pianet.com.
Learn more about these PIA National member benefits
at www.pianet.com.
CYBER 101Essential Information You and Your Clients Need to Know About Cyber
1/19
MoreinformationFormoreinformationaboutthePIANationalmemberbenefitsdescribedinthisbrochure,pleasevisitwww.pianet.com.
ContactusHaveaquestion?Notsurehowtoaccessaparticularprogram?Wanttoventaboutsomething?That’swhatyourstaffatPIAisfor.Pleasefeelfreetogiveusacallorsendusanemail.
TofindspecificPIANationalstaffmemberswhocanassistyou,visitouronlineContactUswebpage:www.pianet.com/contactus.
Orcallusat(703)[email protected]’llputyouintouchwiththeproperperson.
NationalAssociationofProfessionalInsuranceAgents
419N.LeeStreetAlexandria,Virginia22314(703)[email protected]
Legislative & regulatory outreachPIANationalrepresentsmembers’interestsinstatecapitalsandinWashington,D.C.toensurethatlawmakersandregulatorsunderstandandsupporttheindependentagencysystem.That’swhyPIANationalactivelyworkswithCongressandtheExecutivebranchtoensurethatyourvoiceisheardwhenpolicymakersmakedecisionsthataffectyou.
PIAhasonecommonstrategy:alwaysputtheinterestsofagentsfirst!Whetherit’sfightingencroachmentbytheFederalInsuranceOffice,standingupforagentcommissions,protectingthevitalrolethatindependentagentsplayindeliveringfederally-backedcropandfloodinsurance,andsafeguardingtheemployer-sponsoredhealthcaresystem,PIANationalisyouradvocateinthehallsofCongress,withregulatorsandthroughoutourindustry.
Inaddition,PIAworkswithCongressonothervitalissueslikecybersecurity,datasecuritylegislationandtheTerrorismRiskInsuranceAct(TRIA).
PIANational’sadvocacyalsoextendstoimportantorganizationsliketheNationalAssociationofInsuranceCommissioners(NAIC),statelawmakersthroughtheNationalCouncilofInsuranceLegislators(NCOIL)andInsureTechstandardsgroupsliketheAssociationforCooperativeOperationsResearchandDevelopment(ACORD),andothers—toensurethattheconcernsofindependentagentsareaddressed.
Herearesomewaysyoucangetinvolved:
> PIA Advocacy Blog.ThePIAAdvocacyblogisyourone-stopshopfortimelyupdatesonwhat’shap-peningonCapitolHillandonstateandfederalregulatoryissues.Followtheblogbyvisitingwww.PIAAdvocacy.com.
> PIA Federal Legislative Summit.TheannualspringPIAFed-eralLegislativeSummit(FLS)isagatheringofPIAmemberswhocometogetherinthenation’scapitaltomeetwiththeirelectedrepresentatives.Itisanopportunitytomeet/reacquaintyourselfwithyourMembersofCongressandtodiscussissuesthatareofimportancetoindependentinsur-anceagents.Learnmorebyvisitingwww.piafls.com.
> Grassroots alerts.Toensurelegislatorsfeeltheheatfromtheirconstituents,PIAoccasionallyorganizesgrassrootscampaignsinwhichPIAmemberscaneasilysendpre-writ-ten,fully-editablelettersdirectlytotheirelectedofficials.Sendonenowbyvisitingwww.piagrassroots.com.
> PIA Political Action Committee (PIAPAC).PIAPACistheProfes-sionalInsuranceAgentsPoliticalActionCommittee.ThePACcontributestothecampaignsofcandidatestofederalofficewhoshareourpro-insurance,pro-businessperspectiveandwhosup-portourissues.PIAPACisfundedbythecontributionsofindi-vidualPIAmembers.Tolearnmorevisitwww.piapac.com.
PIA Insurance FoundationTheProfessionalInsuranceAgentsInsuranceFoundation(501(c)(3))strivestofurthertheinsuranceknowledgeandeducationofthoseengagedintheindependentinsuranceagencysystem.ItisalsohometothePIADisasterReliefFundwhichsolicitscharitablecontributionsand,inturn,providesreliefgrantstobusinessesfollowingcatastrophicevents.
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