Resources
Member Resources
Access to P&C Marketplace Summaries, HR/Agency Management Resources, Market Access Information, & More.
CareerPlug
Proven hiring software to help you hire the right people faster.
Technology
Access to a variety of technology solutions and tools to make your agency more efficient.
Marketing Resources
Make it easier to market your agency as a member of PIIAC and IIABA.
Other Resources
Find all the resources and links you need!
Insurance Agency Consulting
We know the challenges you’re facing. Let us help you solve them.
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.
Problems We Can Solve:
Slow Growth
Lack of Strategy
Profitability Challenges
Low Productivity
Talent Management
Technology Mastery
Starting an Independent Agency
and more. . .
Find Experienced Staff Today
The Right Way to Make the Right Hires
CareerPlug provides an easy-to-use system that automates many of the tedious, manual steps of the hiring process. The built-in evaluation tools help you confidently identify, evaluate, and hire the right person.
PIIAC members receive a free basic CareerPlug account that comes with a branded careers page, pre-built job templates, and a configured hiring process. For greater success, you can upgrade the free account to a paid Pro subscription at an exclusive partnership rate of $595/year for unlimited job postings to top job boards including Indeed, ZipRecruiter, GoogleJobs, Facebook Jobs, etc., and use of personality assessments.*
Branded Careers Page
Pre-Built Job Templates
Configured Hiring Process
Exclusive Rate for PIIAC Members
and many more. . .
Agency Valuation & Perpetuation Consulting
89% of agency owners do NOT know their Fair Market Value. Are you one of them? PIIAC members receive a FREE 30-minute consultation with Carey Wallace with Agency Focus.
Customized consulting is also available, and includes:
Agency Operations
Compensation Strategy
Transition Planning - Clients & Future Owners
Agency Goal & Budgeting
Cashflow & Risk Analysis
Carrier Strategy
People, Process, and Prosperity for your Business
PIIAC has partnered with BBSI to offer PIIAC members a 15% discount on the services provided by BBSI. BBSI offers payroll, HR, risk, and business consulting services and workers’ compensation designed to help you and your business prosper.
To get started with BBSI or to learn more about their resources, contact BBSI or visit their website. Let them know you are a PIIAC agency member.
How can BBSI help your agency succeed?
Payroll
Human Resources
Risk & Safety
Recruiting
Business Strategy
Retirement Benefits
Workers’ Compensation
Find Experienced Staff Today
Hire Your Dream Team!
Gain qualified pretiring talent matched to your specific job needs.
PIIAC members receive a one-time 50% discounted set up fee.
Fill staffing needs when you can’t find the talent, whether part-time or full-time
Save on hiring, training, managing, overhead and turnover costs
Generate operational efficiencies and drive growth
and many more. . .
Marketing Resources
TrustedChoice.com
As a member of PIIAC, your agency receives a basic profile on TrustedChoice.com, allowing you to receive referrals of real consumers shopping for insurance. With an Advantage Subscription, your agency will be more visible on TrustedChoice.com, resulting in more referrals.
Marketing Reimbursement Plan
Trusted Choice will reimburse portions of expenses incurred by PIIAC members who have cobranded their advertising and marketing materials to include the Trusted Choice logo.
Agency Nation
Agency Nation resources help push traditional insurance marketing into the past with insights, events and hands-on courses that get real results. Agency Nation will teach you how grow your business using digital marketing.
Trusted Choice Brand Resources
As a member of PIIAC and IIABA, you have access to free, shareable marketing content. Trusted Choice has also created ad campaigns that can be customized for your agency.
AVYST eForms Wizard
eForms Wizard can dramatically improve the submission process and ensure you have everything you need when meeting with your client.
eForms Wizard Bronze Subscription is free for PIIAC members.
ACORD Forms
ACORD provides the standard forms used by the insurance industry and are now available in a variety of formats.
PIIAC/Big ‘I’ Members with less than $50 million in annual revenue will receive a free EUL.
The Leading eSignature Solution DocuSign enables you to have your clients electronically sign documents from almost anywhere. DocuSign helps you streamline processes, reduce cost, increase efficiency, and reduce E&O exposure while improving your ability to serve your customers.
The standard plan includes:
Multiple Users
Basic Fields
Mobile App
Integration with Dropbox & Google Drive
Personalized Branding
Big “I” Members save up to 20% on DocuSign Products - New accounts only
Ask An Expert
When you have a tough question, our experts are here for you. If you can’t find your answer in the Research Library, we have volunteer experts who can answer, or find an answer, to your questions. Ask an Expert is a Big “I” Members resources. If you are a Big “I” Member, sign in to ask your questions or search the research library.
Educate Your Agency
As the state’s largest provider of insurance agent continuing education classes, PIIAC strives to have the right resource connections to help further your knowledge and career. From Agency E&O Risk Management to the highly acclaimed CIC and CISR programs, your Association is committed to being the source for all your insurance education needs.
Errors & Omissions Insurance to Protect Your Agency
When you know you have the best agency E&O Protection, you can focus on growing your most important asset – your business. As a member of PIIAC, we can offer you quotes for your agencies E&O through our exclusive relationship with Westport and Utica.
PIIAC Foundation
The PIIAC Foundation provides funds for the betterment of the Colorado Independent insurance agency channel. the foundation provides funding for workforce development, disaster relief and more.
Rough Notes Advantage Plus.
A Sales & Risk exposure evaluation tool you can afford.
Rough Notes Advantage Plus, formerly the Big “I” Virtual Risk Consultant (VRC) is a trusted insurance knowledge base platform available at a member exclusive discounted price to Big I members. Quickly get the information you need to understand your customers operations and exposures while identifying appropriate coverages. Gain access to the resources your agency needs, such as E&O checklists, sales and marketing tools, proposal language, plus training and development support. Big “I” members receive a $200 discount. Use code IIABA.
How does Rough Notes Advantage Plus Help?
- By helping to understand exposures of businesses in more than 650 different industries, including recommended minimum coverages.
- By allowing the creation and printing of comprehensive questionnaires to collect the information necessary to complete ACORD applications.
- By providing a comprehensive list of coverages with succinct definitions to enhance understanding at the point of sale.
- By offering important customer file documentation in the form of a comprehensive checklist of coverages offered, accepted, rejected or not applicable which is signed by the customer and stored in the file.