PIA is Pleased to Introduce the PIA Blueprint for Agency Success

Launch, grow, and sustain your independent insurance agency.
January 6, 2021

The Blueprint provides 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
  • Growth Strategy Guide to outline agency automation, producer development and operational policies, procedures, and workflows
  • Agency Continuity Guide with templates for business continuity planning, disaster planning, and leadership training

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.

PIA is currently distributing resources in a weekly format to your email. If you are eager to see all the guides, you can review the sections in order on the website, or feel free to jump around to the content you need. Visit the website.

Navigate in this section: