PIA Partnership Holds Meeting

Members discuss ongoing and upcoming projects to benefit independent insurance agents.
PIA Partnership Holds Meeting
February 19, 2020

Members of The PIA Partnership met February 11-12 in Clearwater Beach, Florida to discuss ongoing and upcoming projects to develop tools to benefit independent insurance agents.

The Partnership conducted a status review of Agency Journey Mapping, a new perpetuation planning program tailored to independent insurance agents that was recently unveiled. The program is available on-demand or through live seminars. The group also engaged in planning for upcoming projects, including one dealing with recruitment which is titled “Winning at Talent.”

An executive briefing [“Trends Affecting Independent Insurance Agents”] was conducted by Rosalie L. Donlon, J.D., Editor-in-Chief, Insurance & Tax of ALM Media, publisher of the National Underwriter Property & Casualty and PC360.

 


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