The Resources You Need for the Stages That Matter

The PIA Blueprint for Agency Success.
April 28, 2021

The PIABlueprint for Agency Successprovides exercises, checklists, and resources that can help you set your agency up for success whether you are a new independent agency or you have owned your agency for many years.

Sections of the Blueprint include:

Business Planning Guide to address insurance agency start-up considerations from formation of the business entity to insurance licensing to budgeting and finance to branding

  • Section 1: Formation Fundamentals
  • Section 2: Financial Management Fundamentals
  • Section 3: Securing Insurance Markets
  • Section 4: Marketing Basics

Growth Strategy Guide to outline agency automation, producer development and operational policies, procedures, and workflows

  • Section 1: Agency Systems Selection and Implementation
  • Section 2: Agency Policy, Procedure, and Workflow Fundamentals
  • Section 3: HR
  • Section 4: Building Your Book of Business

Agency Continuity Guide with templates for business continuity planning, disaster planning, and leadership training

  • Section 1: Agency Continuity
  • Section 2: Leadership

By following the advice outlined within the PIA Blueprint for Agency Success, you and your team can systematically launch, grow, and sustain your independent insurance agency.


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