4
Save Time ROI Agency Operations Make Connections Generate Revenue Group Products Market Your Agency Information & Analysis Access Markets Advocacy Carrier Partnerships Insurance Products PIA National Guide to Member Benefits

Access Generate Revenue Connections Make ROI Agency

  • Upload
    others

  • View
    3

  • Download
    0

Embed Size (px)

Citation preview

Page 1: Access Generate Revenue Connections Make ROI Agency

SaveTime

ROIAgency

Operations

MakeConnections

GenerateRevenue

GroupProducts

MarketYour

Agency

Information& Analysis

AccessMarkets

Advocacy

CarrierPartnerships

InsuranceProducts

PIA National Guide to Member Benefits

Page 2: Access Generate Revenue Connections Make ROI Agency

Business-building tools

> PIA Member Reimbursement Program:PIAisheretohelpyouragencygetbacktobusiness.Receivereimburse-mentsonPIAmarketingandPIAPartnershipprograms(upto$250perprogram,foratotalofupto$500).www.pianet.com/agentsupport

> PIA DMV: PIA’s Direct Marketing Vault.Aone-stopshopfordirectmailanddigitaladvertisingservices.Customizablepost-cardtemplatesareavailabletousewiththeUSPSEveryDoorDirectMailProgramandTargetedDirectMail.Doubleyourimpactwithadd-ondigitaladvertisingservices.www.piadmv.com

> PIA Branding Program. MarketyouragencyusingPIA’sprintadvertisements,radiocommercials,socialmediasupportandconsumer-friendlyissuepapersforyourclientsandpros-pects.

> Hartford Flood Insurance.Easyenroll-ment,dedicatedlocalsalesdirectorsandbooktransfer/rolloverteam,training/CE,freecertifiedzonedeterminations,24/7claimsreportingandspecialPIAmembercommissionsregardlessofvolume.

> PIA Market Access. Accesstoover50nationalandspecialtycarriers,real-timeonlinerating,ownershipofyourbookandnoexitfeesforalowmonthlyrate.Visitwww.piamarketaccess.com.

> Cyber Insurance.Robustcoveragetailoredtosmallandmid-sizedbusinesses.Coveragewithspecial,PIA-onlyenhance-mentsisavailableforPIAmemberstosell.

> AVYST eForms Wizard.QuicklyandeasilyprepareACORD,agency-specific,andcarrier-uniqueapplicationsandforms,enteringdataonlyonceinanorganizedinterviewformat.Gettomarketfaster!

> FLOODBROKER.COM.Sellmorefloodinsurancewithyourownfloodquotingwebportal.APIAmemberexclusive!

> Rough Notes Advantage-Plus.HelpsidentifyriskexposuresandprovidesdetailedcoverageanalysisforC/LandP/L.Save$100/yearwithPIAmemberdiscount.

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-sizedbusi-nesses.CoverageisavailableforPIAmemberstopurchaseandalsotosell.

> Individual and group insurance products.Basic,voluntary,anddependenttermlife;long/shorttermdisability;andAD&Dforyou,youremploy-ees,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.

IT’S NOT

MAGICIT JUST WORKS LIKE IT

If binding more business is important to you, AVYST is the solution. Streamline your submission process with eForms Wizard.

SAVE 75% OF YOUR STAFF’S TIME TO COMPLETE A SUBMISSION

®Agribusiness and Equine Mortality

PIA DMVdirect marketingvault

Brought to you by these sponsors:

Introducing the PIA DMV: PIA’s Direct Marketing VaultPIA

Agency Marketing Guide

A product of the PIA Branding Program

For online access to the PIA National member benefits listed here, please visit www.pianet.com.

PIA CONNECTIONNATIONAL ASSOCIATION OF PROFESSIONAL INSURANCE AGENTS

2019 V11

PIA MEMBER

BENEFIT SPOTLIGHT:

Floodbroker.com page 21

INSURANCE and

MARIJUANA

PIA CONNECTIONNATIONAL ASSOCIATION OF PROFESSIONAL INSURANCE AGENTS

2019 V12

PIA MEMBER BENEFIT SPOTLIGHT:Cyber 101 page 21

page 9-11

The Agency Distribution System Continues to Win Page 12

A SUCCESSFUL YEAR IN ADVOCACY FOR PIA MEMBERS

MARKET ACCESS

R

Page 3: Access Generate Revenue Connections Make ROI Agency

Industry & business affairsPIANationalworkswithindustrygroupssuchastheAssociationforCooperativeOperationsResearchandDevelopment(ACORD)andtheInsuranceServicesOffice(ISO)toimproveprocessesandaddresschallengesfacingtheinsuranceindustryingeneralandagentsinparticular.PIAisleadingtheefforttoenableagentstoquoteandbindpoliciesfromasingleplatform,akaTheBuyButton.

PIAalsoprovidesourmemberswithpracticalguidancetohelpthemkeeptheiragencypracticesincompliancewithinsuranceandgeneralbusinessregulationsandmorealignedtothewayotheragenciesdobusiness.GuidanceisalsoprovidedtoassistPIAmemberswithprotectingtheirownershipandcontrolofagencyexpirations.

Carrier relationsAgency management tools

Tools from The PIA Partnership

ThroughourongoingactivitieswithThe PIA Partnership,PIA’scompanycouncil,wedevelophands-ontoolsspecifi-callydesignedforusebyagentstohelpthemstrengthentheiragencies.

> PIA Blueprint for Agency Success.A3-partresourceguideforbusinessplanning,growthstrategies,andagencycontinuity.

> ACORD Forms End User Licenses.AvailableforfreetoqualifyingPIAmemberswhoaccessACORDformsthroughagencymanagementsystemsandotherauthorizeddistributors.PlusPIAmemberdiscountsontheACORDAdvantagePlusProgram.

> Agency Agreement Review Service. Freetomembersandcarriers,PIArecommendschangestocarriersandhighlightsconcernsformemberssotheycanmakeinformeddecisionsabouttheagreementstheysign.

> Employee profiling.HiretherightpeoplewithskillsandpersonalitytestingfromOMNIA.

> Hire with IdealTraits:Thecomprehensive,go-tohiringtoolforagencieslookingtohiretopper-formers.

> Discounted producer licensing services from Central Licensing Bureau.

> Discounts on shipping with UPS and car rentals from Alamo.

> Free subscriptions to industry publications.

ThePIAPartnership—ajointeffortofleadinginsurancecarriersandPIA—developshands-ontoolsforPIAmemberagenciessuchas:

> Winning@Virtual Sales and Service.Modernagentsmustbepreparedtosellandservicevirtually.Thisprogramaddresseshowagenciesshouldtransformthemselvestotakeadvantageofmoderntechnologyandchangingconsumerexpectationscausedbychangesintechnology.

> Ready For Everything.Thishubbringstogetherresourcesforcrisisplanningandpreparation,sothatagentscansurviveanycrisis.

> [email protected],motivatingandretainingthebestagencyemployees.

> Agency Journey Mapping.Valueyouragency,maximizeyourretirementincome,andplanforunexpecteddeath/disabilitywhilecreatingaperpetuationplanforyouragency.

> Cyber 101.Cybereducationforyouandyourclients.

> The Voice of the Commercial Lines Customer.Oureyeopeningresearchhelpsindependentagentsunderstandhowtheycanstayaheadofonlinecompetitionincommerciallines.

> Closing the Gap — Growth & Profit. ProjectandplanfornewbusinessgrowthandprofitabilityusingPIA’scalculators.UsePIA’sturnkeyapproachesforimprovingretention,salesandaccount-roundinginyouragency.

> Agency Touch Points — The Voice of the Customer. LearnhowtocapitalizeonPartnershipresearchtogivepersonallinescus-tomerswhattheyreallywant.

> Reaching Gen Y.ThisonlinetoolhelpsagentsunderstandandreachGenYagegroupinsuranceconsumersandconvertthemintoloyalagencycustomers.

> Practical Guide to Successful Planning.Thisvaluableresourcehelpsagentsplanforsuccesswithintheirownagenciesandcoordinatetheirplanswiththoseofthecarrierstheyrepresent.

For online access to the PIA National member benefits listed here, please visit www.pianet.com.

When a crisis hits, it’s the planning and preparation that really counts.

Introducing Ready For Everything – a crisis information hub brought to you by The PIA Partnership. We’ve curated and organized a host of industry articles, videos and podcasts, and provided key takeaways in an eff ort to make it as easy as possible for insurance agencies to be more prepared – when the next crisis hits.

Visit our crisis information hub today at getreadyforeverything.com

READ Y FOR EVER Y THING

Remote Set-Up& Management

COVID-19 Specifi c Resources

Employee & CustomerCommunications

Crisis Planning

Brought to you by The PIA Partnership – PIA’s national carrier council. Partnership companies include:

Learn how to prepare for crisis – all in one place.

WINNING@TALENTYour guide to hiring, motivating and retaining employees.

WinningAtTalent.com

Winning@Talent is brought to you by The PIA Partnership – PIA’s national carrier council. Partnership companies include:

Our 3-part toolkit helps agencies understand how best to

recruit great talent and enhance the employee experience

so they stay. We trust you’ll fi nd this content very useful

and another example of the value of our Partnership.

CYBER 101Essential Information You and Your Clients Need to Know About Cyber

Page 4: Access Generate Revenue Connections Make ROI Agency

1/21

ContactusHaveaquestion?Notsurehowtoaccessaparticularprogram?

Wanttoventaboutsomething?That’swhatyourstaffatPIAisfor.

Pleasecontactususingtheinformationtotheright.

ConnectwithPIANationalfacebook.com/PIANational

@PIANational

linkedin.com/company/pianational

instagram.com/pia_national

ConnectwithotherPIAmembersJointhePIAPeersgrouponFacebook

NationalAssociationofProfessionalInsuranceAgents

419N.LeeStreetAlexandria,Virginia22314(703)[email protected]/contactus

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’shappeningonCapitolHillandonstateandfederalregulatoryissues.Followtheblogbyvisitingwww.PIAAdvocacy.com.

> PIA Advocacy Day (formerly the Federal Legislative Sum-mit).EveryspringPIAmembersgatherinthenation’scapi-taltomeetwiththeirelectedrepresentativestodiscussissuesthatareimportanttoindependentinsuranceagents.PIAAdvocacyDaygivespolicymakersandtheirstaffsachancetoheardirectlyfromyou,theirconstituents.Thisyeartheeventwillbeheldvirtually.Learnmorebyvisitingwww.PIAAdvocacyDay.com.

> Grassroots alerts.Toensurelegislatorsfeeltheheatfromtheirconstituents,PIAoccasionallyorganizesgrassrootscampaignsinwhichPIAmemberscaneasilysendpre-written,fully-editablelettersdirectlytotheirelectedoffi-cials.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.

Facebook “f ” Logo CMYK / .eps Facebook “f ” Logo CMYK / .eps