We’re excited to announce that PIIAC has partnered with the Independent Insurance Agents of Texas (IIAT) to offer members comprehensive business consulting services designed to address a wide range of issues encountered by independent agents.

Running an independent insurance agency presents a unique set of challenges. PIIAC understands these challenges and recognizes that for every problem solved, new hurdles can emerge. The PIIAC and IIAT consulting team of seasoned insurance professionals is ready to step in with tailored solutions.

Problems We Can Solve:

  • Slow Growth: If your agency is struggling to attract customers, a consultant can help you optimize your sales culture, strengthen your customer pipeline, retain existing clients, expand specific lines of business, and enhance advertising efforts.

  • Lack of Strategy: Strategic planning is essential for long-term success. A consultant can guide your team through a comprehensive and practical strategic planning experience, ensuring your agency is well-equipped for sustainable growth.

  • Profitability Challenges: A consultant will work with you to identify factors impacting profitability. By identifying opportunities to increase revenue, reduce expenses, and manage finances and growth effectively, we’ll help you achieve a healthier bottom line.

  • Low Productivity: Consultants specialize in improving agency efficiency. We will assess your workflows, identify areas for improvement, and cultivate a culture of continuous enhancement, driving productivity to new heights.

  • Talent Management: Finding and retaining exceptional talent can be challenging. Consultants can help with recruitment, onboarding, training, employee retention, and leadership development. We’re dedicated to helping you build an engaged and motivated workforce.

  • Technology Mastery: While technology can be a boon, it’s crucial to implement it correctly. Consultants can guide you in enhancing data integrity and security, selecting and using tools efficiently, and leveraging technology to its fullest potential.

  • Starting an Independent Agency: If you’re considering launching an independent insurance agency, the consulting team is your partner in this endeavor. Our consulting services encompass every aspect of agency establishment, ensuring a strong foundation for success.

“At PIIAC, we understand the unique challenges faced by independent insurance agents. Our new consulting services, offered in partnership with IIAT, are tailored to address these challenges head-on, empowering agents to thrive in a dynamic industry. With a team of experienced insurance professionals by your side, you can navigate complexities, make informed decisions, and unlock your agency’s true potential,” said PIIAC CEO Bryan Bernier.

For more information about PIIAC’s consulting services and how they can benefit your agency, please visit piiac.com/insurance-agency-consulting or email info@piiac.com.

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