At PIA, our mission is to help agents, like you, throughout your career. We have developed the PIA Blueprint for Agency Success to provide materials and resources that can take independent insurance agents from start-up to sustained success.

Sections of the Blueprint include:

	Business Planning Guide: addresses insurance agency start-up considerations from formation of the business entity to insurance licensing to budgeting and finance to branding Complete the Formation Fundamentals exercise, and read the Formation Fundamentals section from the Business Planning Guide to preview content inside the program! Section 1-Formation Fundamentals Section 2-Financial Management Basics Section 3-Securing Insurance Markets Section 4-Marketing Basics
	Growth Strategy Guide: outlines agency automation, producer development and operational policies, procedures, and workflows Section 1-Agency Systems Selection and Implementation Section 2-Agency Policy, Procedure, and Workflow Fundamentals Section 3-Human Resource Fundamentals Section 4-Building Your Book of Business
	Agency Continuity Guide: provides templates for business continuity planning, disaster planning, and leadership development Section 1-Business Continuity Planning Section 2-Strategic Planning and Leadership Development

By following the advice and actionable tools included within the PIA Blueprint for Agency Success, you and your team can systematically launch, grow, and sustain your independent insurance agency.

In order to access the PIA Blueprint for Agency Success you must be a PIA member.

PIA members: Login here to access the PIA Blueprint for Agency Success.
Non-PIA members: To access the PIA Blueprint for Agency Success, you will need to become a PIA member. Learn more about PIA membership and join today!