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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 PIA National Guide to Member Benefits

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Page 1: Access Generate Revenue Connections Make ROI Agency · convert them into loyal agency customers. Practical Guide to Successful Planning.Thisvaluable resource helps agents plan for

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 · convert them into loyal agency customers. Practical Guide to Successful Planning.Thisvaluable resource helps agents plan for

Business-building tools

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

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

> 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.

> 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-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 · convert them into loyal agency customers. Practical Guide to Successful Planning.Thisvaluable resource helps agents plan for

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

PIAalsoprovidesourmemberswithpracticalguidancetohelpthemkeeptheiragencypracticesincompliancewithinsuranceandgeneralbusinessregulationsandmorealignedtothewayotheragenciesdobusiness.GuidanceisalsoprovidedtoassistPIAmemberswithprotectingtheirownershipandcontrolofagencyexpirations.

Carrier relationsAgency management tools

Tools from The PIA Partnership

Becausegoodrelationshipswiththecarriersyourepre-sentarevitaltoyoursuccess,PIANationalkeepsanopenlineofcommunicationwithinsurancecompanies—andusesitonyourbehalf.PIAmemberscanconstructivelyvoicetheirconcerns,socarriersunderstandhowtheirdecisionsaffecttheiragencypartners.

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

> ACORD Forms End User Licenses.AvailableforfreetoqualifyingPIAmemberswhoaccessACORDformsthroughagencymanagementsystemsandotherauthorizeddistributors.PlusPIAmemberdiscountsontheACORDAdvantagePlusProgram.

> Agency Agreement Review Service. Freetomembersandcarriers,PIArecommendschangestocarriersandhighlightsconcernsformemberssotheycanmakeinformeddecisionsabouttheagreementstheysign.

> Agency Preparedness and Recovery Plan. ThePIAguidetocreatinganagency-specificbusinesscontingencyplan.

> Employee profiling.HiretherightpeoplewithskillsandpersonalitytestingfromOMNIA.

> Discounted producer licensing services from Central Licensing Bureau.

> Discounts on shipping with UPS, calendar products from Mines Press and car rentals from Alamo.

> Free subscriptions to industry publications.

ThePIAPartnership—ajointeffortofleadinginsurancecarriersandPIA—developshands-ontoolsforPIAmemberagenciessuchas:

> Agency Journey Mapping.Valueyouragency,maximizeyourretirementincome,andplanforunexpecteddeath/disabilitywhilecreat-ingaperpetuationplanforyouragency.

> Cyber 101.Cybereducationforyouandyourclients.

> The Voice of the Commercial Lines Customer.Oureyeopeningresearchhelpsindependentagentsunderstandhowtheycanstayaheadofonlinecompetitionincommerciallines.

> 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.

> 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

Page 4: Access Generate Revenue Connections Make ROI Agency · convert them into loyal agency customers. Practical Guide to Successful Planning.Thisvaluable resource helps agents plan for

1/20

ContactusHaveaquestion?Notsurehowtoaccessaparticularprogram?

Wanttoventaboutsomething?That’swhatyourstaffatPIAisfor.

Pleasecontactususingtheinformationtotheright.

ConnectwithPIANationalfacebook.com/PIANational

@PIANational

linkedin.com/company/pianational

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 Summit).EveryspringPIAmembersgatherinthenation’scapitaltomeetwiththeirelectedrepresentativestodiscussissuesthatareimportanttoindependentinsuranceagents.PIAAdvocacyDaygivespolicymakersandtheirstaffsachancetoheardirectlyfromyou,theirconstituents.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

Page 5: Access Generate Revenue Connections Make ROI Agency · convert them into loyal agency customers. Practical Guide to Successful Planning.Thisvaluable resource helps agents plan for

2020 TEXAS PIA DISCOUNT PROGRAM

Members can now enjoy a number of popular products and services beneficial to you and your staff while receiving value and big savings!

Kaplan Financial Education 30% discount on all Kaplan Products. A variety of package options to best fit your learning style and budget. From traditional live classes and printed books to convenient online courses and virtual study tools, there is a study package that fits every lifestyle.

Career Center 60% discount on the regular package pricing. Our Career Center features a one stop shop for all your hiring needs including increased exposure with job postings on our partner network sites such as Indeed, GoogleJobs, ZipRecruiter and Jobs2Careers.

One Source Payroll 15% discount for customized solutions for Payroll, Human Resource, Benefits and Time & Attendance software fees for administration outsourcing for businesses of all sizes, and a one-time 50% discount for core payroll set up fees.

Corporate+Club You will have full and free access to a discount club with corporate savings on hotels, movies, car rentals, entertainment, computers, laptops, flower delivery, spas, and more. Prices vary on team games and dates.

For questions or more information, call 972.862.3333 or email [email protected].

Page 6: Access Generate Revenue Connections Make ROI Agency · convert them into loyal agency customers. Practical Guide to Successful Planning.Thisvaluable resource helps agents plan for

The Corporate+Club card gives you access to a program of tremendous value. It is not a gift card, or a credit card, or a loaded card. It is a membership

card that allows you to save an unlimited amount of money for as long as your membership lasts.

You will have full and free access to a discount club where you will save hundreds of dollars on hotels, movies, car rentals, entertainment, computers,

laptops, flower delivery, spas, and more.

Gain access using your card number at corporateplusclub.com or

download the free “Corporate Plus Club” app on iPhone or Android.