Member Resources

  • QuickSource Document Library
    PIA's extensive library of industry reference materials.
  • Ask PIA
    A searchable database featuring hundreds of member questions answered by our highly-qualified technical specialists.
  • MarketBase™
    Market leads for your hard-to-place risks—
    nearly 2,100 special risk categories from nearly 100 firms.
  • Licensing/CE Compliance Central
    Information about the latest licensing and CE rules and how they apply to you and your business.
  • PIA HR Info Central
    A Web-based human resources portal offering support and access to the latest human resources tools and legal compliance information.
  • Get Real Time
    The latest information on the real-time workflow movement, and how it can increase agency productivity and profitability.
  • ACORD Advantage Program
    Offers access to ACORD’s Advantage Program offering free printable ACORD forms including instructions; or, as a paid subscriber, access to computer-fillable forms.
  • Agency Marketing Tool Kit
    Free marketing tools and strategies—
    including consumer fliers, print-ready advertisements, sales letters and more.
  • Agency Perpetuation Central (PIA National)
    Resources to help members with agency perpetuation, business succession and ownership transfers.
  • Agency Preparedness and Recovery Plan
    A disaster tool kit with all the resources and information needed to create an agency-specific disaster plan.
  • Agency Staffing Assistance Program
    A comprehensive tool kit designed to help members recognize, recruit, hire and train good employees.
  • Agency Transition Program
    A program that assists members in making contact with other agencies that are looking to buy, sell or merge insurance businesses.
  • Associate Member Directory
    A complete listing of PIA associate members that provide products and services to insurance agents and brokers.
  • BusinessLink™
    A program helping companies, managing general agencies, general agencies and agencies looking for appointments to find each other.
  • “Careers in insurance” recruitment presentation
    A recruitment presentation and other materials to help members educate local communities about the benefits of a career in insurance.
  • Circle of Consultants
    A referral program to industry professionals with expertise in all areas of agency operations, many giving PIA-member discounts.
  • E&O Assistance Hotline
    Offers association members assistance with their E&O-related inquiries through PIA’s E&O Counsel, Robert M. Sullivan, Esq.
  • Flood Insurance Tool Kit
    Comprehensive reference materials to assist members in advising their clients about flood insurance.
  • HR Legal Assistance Hotline
    Legal information to assist your agency with HR-related issues through Wilson Elser Moskowitz Edelman & Dicker LLP.
  • Independent Agency Ownership of Expirations (PIA National)
    A PIA National task force report assessing challenges and considerations for continuing action to ensure independent agency ownership of expirations.
  • News and Publications
    The single source for the information you need—e-mail reports, the acclaimed PIA Reporter and the award-winning PIA magazine.
  • The PIA Branding Program (PIA National)
    Free marketing materials from PIA National, which PIA members can use to promote their businesses and the independent agency system.
  • PIA Company Rating Tracking Service
    Stay on top of the latest changes to your specific carriers' A.M. Best ratings through this exclusive PIA-member service.
  • Practical Guide to Successful Planning (PIA National)
    An online reference and resource center to help agency planning efforts and coordination with the carriers they represent.
  • Privacy Compliance Central
    The latest on privacy laws and requirements, including a risk assessment survey to develop an agency-specific security program.
  • Steps to Success
    Resources to build a successful agency from the ground up or to grow your existing agency.
  • Technical hotline
    Submit a request here or call (800) 424-4244 to have your questions answered by our highly-qualified technical specialists.
  • Technology Hotline
    Members can have their technology-related inquiries answered by nationally-recognized consultants Steve Anderson and Donna Barr, AIT, ACE.
  • Technology Info Central
    A one-stop shop for technology news, vendors and consumer information for members' Web sites.