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Member Resources

PIA provides members with resources, advice and information that offer real savings in time and money. You're a member for a reason, and this is it. Take advantage of everything PIA has to offer.


  • Access experts

  • Ask PIA—A searchable database featuring hundreds of member questions answered by our highly-qualified technical specialists.
  • Associate Member Directory—A complete listing of PIA associate members that provide products and services to insurance agents and brokers.
  • 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.
  • News and Publications—The single source for the information you need—e-mail reports, the acclaimed PIA Reporter and the award-winning PIA magazine.
  • QuickSource Document Library—PIA's extensive library of industry reference materials.
  • 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, CIC, and Jason H. Hoeppner, CIC.
  • Agency development

  • Agents and Brokers E&O Risk Management Tool Kit—Offering you tips and tools on how to reduce your agency's E&O exposures to protect your business.
  • Agency Transition Program—A program that assists members in making contact with other agencies that are looking to buy, sell or merge insurance businesses.
  • Business Operations Tool Kit—Tools to help you maximize the value of your agency and take it to the next level.
  • Closing the Gap—Growth and Profit (PIA National)—Tools designed to help agencies project and plan for new business growth and profitability on a five-year basis.
  • Health Insurance Tool Kit—How does the Affordable Care Act affect you? Your resource for health-care reform, insurance health exchanges/certification and more.
  • 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.
  • Licensing/CE Compliance Central—Information about the latest licensing and CE rules and how they apply to you and your business.
  • 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.
  • Steps to Success Tool Kit—Resources to build a successful agency from the ground up or to grow your existing agency.
  • Carriers/markets

  • BusinessLink™—A program helping companies, managing general agencies, general agencies and agencies looking for appointments to find each other.
  • Market Transition Tool Kit—Resources to help you educate your clients and agency staff on the changing market.
  • MarketBase™—Market leads for your hard-to-place risks—nearly 2,100 special risk categories from nearly 100 firms.
  • 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.
  • Developing issues

  • Certificates Info Central—A one-stop shop for everything related to certificates of insurance.
  • Sharing-Economy Tool Kit—A one-stop shop for everything related to the new sharing economy that has emerged from the popularity of services such as Uber, Lyft, Airbnb and others.
  • Crisis planning and preparation

  • Agency Preparedness and Recovery Plan—A disaster tool kit with all the resources and information needed to create an agency-specific disaster plan.
  • Flood Insurance Tool Kit—Comprehensive reference materials to assist members in advising their clients about flood insurance.
  • Hurricane Info Central—A single source for all your hurricane-related information and resources.
  • Privacy Compliance Central—The latest on privacy laws and requirements, including a risk assessment survey to develop an agency-specific security program.
  • Storm Info Central—A single source for all your winter storm-related information and resources.
  • Marketing

  • Agency Marketing Tool Kit—Free marketing tools and strategies—including practical guides for marketing and PR, as well as samples sales letters, press releases and more.
  • 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.
  • Staffing/perpetuation

  • Overtime regulation—The U.S. Department of Labor final rule, which increases the salary threshold below which most employees are entitled to overtime under the Fair Labor Standards Act by over 100 percent, will take effect Dec. 1, 2016. These changes will apply to most PIA-member agencies, as well as your commercial-lines clients. It is estimated that this change will affect 4.2 million employees. Don't wait to learn about these new rules ... Dec. 1 is approaching quickly!
  • Agency Perpetuation Central (PIA National)—Resources to help members with agency perpetuation, business succession and ownership transfers.
  • Agency Staffing Assistance Program—A comprehensive tool kit designed to help members recognize, recruit, hire and train good employees.
  • “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.
  • PIA HR Info Central—A Web-based human resources portal offering support and access to the latest human resources tools and legal compliance information.
  • Technology

  • 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.
  • Technology Info Central—A one-stop shop for technology news, vendors and consumer information for members' Web sites.