Tools for Your Agency at Any Stage

PIA Blueprint for Agency Success
January 13, 2021

Whether you’re just starting your new independent agency or have been in business for many years the PIA Blueprint for Agency Success contains tools to your continued success.

The Blueprint is divided into three guides to help you navigate the different stages of your business:

  • The Business Planning Guide addresses insurance agency start-up considerations from formation of the business entity to insurance licensing to budgeting and finance to branding.
  • The Growth Strategy Guide covers agency automation and technology considerations, human resources, sales and marketing, and operational policies, procedures, and workflows.
  • The Agency Continuity Guide provides business continuity planning and leadership development advice as well as a change management framework.


The PIA Blueprint for Agency Success can help you, and your team systematically launch, grow, and sustain your independent insurance agency.

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