PIA Partnership Holds Meeting
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.