
Insurance Agency Consulting
We know the challenges you’re facing. Let us help you solve them.
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About Insurance Agency Consulting
Running an independent insurance agency is difficult work. It’s easy to feel overloaded when the job requires you to work in many different lanes – management, HR, accounting, sales and strategic planning. Not to mention, you must perform the day-to-day duties of running a business while also planning to achieve your strategic goals.
PIIAC Consultants can help you with many different aspects of your business. Common objectives include developing a more focused strategy for increased sales and profits, improving business operations and efficiency, and implementing a clearly defined management strategy.
Do you have questions for us? Ready to get started?
We are here to help!
SHOP TALK WITH PIIAC
Join us once a month to Talk Shop with PIIAC to gain insightful information on how to best run your insurance agency.
New dates to be announced!
Episode Topics:
Oct. 17, 2023: Introduction to Shop Talk
Nov. 21, 2023: Are You Investing Correctly in Your Agency?
Jan. 16, 2024: The Power of Goal Setting With Your Team
Feb. 20, 2023: Team Based Annual Reviews
March 19, 2023: Strategic Communication: Disclaimers, Cover Letters and Checklists
April 16, 2023: Enhancing Organizational Health and Team Dynamics Through Assessments
Recent Articles
PIIAC Applauds Major Federal Win for Independent Insurance Agencies
Last week, the U.S. Senate passed the “One Big Beautiful Bill Act,” a significant piece of legislation that includes a key provision for independent insurance agencies: the permanent extension of the 199A tax deduction for pass-through entities, keeping it at the...
2023 Colorado P&C Marketplace Summary
PIIAC has partnered with Real Insurance Solutions Consulting LLC to provide PIIAC members a summary of the 2023 Colorado Property Casualty Insurance Marketplace. The marketplace summary is a graphic and numeric presentation of the Colorado P&C industry data from...

A Guide to Profit and Loss Statements for Independent Insurance Agents
Having an independent insurance agency is about more than just finding the right policies for your clients. It's also about running a successful business and achieving your goals. Having accurate and organized profit and loss statements not only helps you see the...