Resources
Affiliates & Partners
Promoting, strengthening, and continuing to help be the #1 resource.
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!
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
Employers Council
PIIAC has partnered with Employers Council in CO to offer some of Employers Council resources to PIIAC members. Employers Council offers comprehensive access to HR and employment law resources your organization needs to grow and thrive.
To access these resources, email Employers Council. Mention that you are a PIIAC member.
Want more resources? Consider a membership with Employers Council.
Available Resources
Annual 1-hour presentation provided to PIIAC members
Colorado and Federal Quick Facts
Checklists
- Remote Worker
- Termination
FYI's
- PTO Plans
- Colorado Healthy Families Workplace Act
- Colorado Data Privacy Law
- Travel Time Pay
- Salespersons – Pay Practices
Access to Employers Insights Webinar Series
Discount code for member pricing on one training class
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 marking 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, sharable 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.
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.