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AGENCY DEVELOPMENT AND MANAGEMENT

PIA offers a wide range of tools to help you train, grow and manage your agency.

PIA offers a free agency agreement review service for PIA members.

At PIA, our mission is to help agents, like you, throughout your career. We have developed the PIA Blueprint for Agency Success to provide materials and resources that can take independent insurance agents from start-up to sustained success.

Ignite your sales confidence, comfort, and success with the Insurance CSR Sales Master Class hosted by master sales coach J. Sheldon Snodgrass. This is a self-paced, on-demand, digital course that uses interactive video tutorials delivered with humor, compassion, and fire.

We’ve built this tool to expand your views about building relationships in a virtual world—and to provide access to resources that will help.

Whether you are planning for the eventual sale of your agency, planning for the unexpected, or simply want to value your agency, PIA’s Agency Journey Mapping program will put you on the right path. We’ll help you understand the challenges and best practices of agency ownership transfer, so you can create a perpetuation/succession plan for your agency. And you’ll receive access to dozens of tools to help you do it.

If you are having trouble finding top talent, or you would like to improve your hiring strategy, IdealTraits may be a good fit for your agency. IdealTraits is the go-to hiring tool for insurance agencies across America. Their new PIA program ensures agents can use this comprehensive tool to hire top performers for their agencies.

In just 10 minutes or less, Omnia's behavioral assessment tool gives you insight to take the guesswork out of personnel decisions. Whether you are hiring a new employee, deciding on future roles for current employees, team building or creating a succession plan for your agency, Omnia can help.

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