Member Reimbursement Program

PIA now has two programs to help PIA members get back to business in the wake of the global COVID-19 pandemic. PIA members may participate in both, getting separate reimbursements for each.

1. Marketing Reimbursement Program: The original reimbursement program provides a $250 reimbursement for purchases made through the PIA DMV: PIA’s Direct Marketing Vault or PIA Design & Print Services.
2. Partnership Reimbursement Program: Our new reimbursement program provides up to a $250 reimbursement for purchases through the PIA Partnership’s Agency Journey Mapping and Winning@Talent programs.

Thank you! These programs are made available to PIA members through generous donations from the following PIA Partnership carriers: National General Insurance, Progressive Insurance, State Auto Insurance Companies, and West Bend Mutual Insurance Company. PIA thanks these companies for their support of professional insurance agents.

Marketing Reimbursement Program

Option 1: The PIA DMV: PIA’s Direct Marketing Vault

(turnkey with the option to customize)

Program Summary: The PIA DMV enables PIA members to launch hybrid print/digital marketing campaigns to households grouped together in USPS postal routes. As the basis for their marketing campaigns, PIA members can use an existing PIA template (no additional cost) or create a custom message of your own ($225 includes an oversized postcard and a suite of matching digital ads). Using our online portal, PIA members can select one or more postal routes to include in their marketing campaigns. Their postcard is then mailed to each household in those postal routes. Using geofencing technology, digital ads are then delivered multiple times to computers, tablets, and smartphones in those same households (and businesses, if you choose to include them). PIA members using the PIA DMV never need to leave their desks to implement a robust marketing campaign in their local community or another target market.

Learn more about the PIA DMV:

• View a portfolio of PIA member postcard/digital marketing campaigns. (pdf)
• Watch an archived webinar about the PIA DMV.
• Visit the PIA DMV web page.

Get Started With the PIA DMV:

1. Complete this short PIA DMV Access Form so our program partner, ONE Brand, can create a username and password for you to enter the PIA DMV portal. (What is my agency’s PIA National A1 member ID number?)
2. Once the log-in has been created, you will receive an automated email to access the site.
3. After placing your order, please submit your emailed receipt to PIA National’s office following the instructions below.

Option 2: PIA Design & Print Services

(customized marketing pieces created by PIA)

Program Summary: PIA members who need marketing materials beyond the direct mail and digital campaigns offered through the PIA DMV program will appreciate PIA’s Design & Print Services provided to PIA members nationally by PIA of the Northeast. Whether you need social media graphics, a flyer, a brochure, an advertisement, or even a newsletter, trade show display, or promotional items, PIA’s team of designers can help PIA members draft copy and design stunning marketing pieces. Printing and mail services are available, using PIA’s in-house print shop to save agents money.

Learn more about PIA’s Design & Print Services:

• Visit the PIA Design & Print website.
• PPE now available through PIA Design & Print: …PIA face masks ….office signage

Get Started With PIA’s Design & Print Services:

1. Contact PIA’s Design & Print Services team via email or phone to discuss your agency’s unique marketing/communication needs.
2. They will work with you to create your agency’s custom marketing/communication pieces.
3. After placing your order, please submit your emailed receipt to PIA National’s office following the instructions below.

Partnership Reimbursement Program

Option 1: Agency Journey Mapping (perpetuation planning)

Program Summary: Whether you are planning for the eventual sale of your agency, planning for the unexpected, or simply want to value your agency, PIA’s Agency Journey Mapping program will put you on the right path. We’ll help you understand the challenges and best practices of agency ownership transfer, so you can create a perpetuation/succession plan for your agency. And you’ll receive access to dozens of tools to help you do it. Not ready to perpetuate? Agency Journey Mapping is for you, too. Going through this process will strengthen your agency so that you are a better partner to your insureds, your carriers, your employees, and your community. Agency Journey Mapping is available on-demand.

Learn more about Agency Journey Mapping:

• Watch an archived webinar.
• Visit the Agency Journey Mapping web page.

Get Started With Agency Journey Mapping:

1. Login here to access Agency Journey Mapping and purchase the on-demand program.
2. After placing your order, please submit your emailed receipt to PIA National’s office following the instructions below. PIA will reimburse the actual cost of the program, which is $99 + sales tax (where applicable).

Option 2: Winning@Talent (agency hiring program)

Program Summary: Winning@Talent is the independent insurance agent’s guide to hiring, motivating, and retaining the best agency employees. This 3-part toolkit features intuitive tools that take agency employers through a simple journey that starts with determining if their agency is well-positioned to attract quality candidates and ends with a happy, productive employee. Part 1, Are You Ready to Recruit? focuses on helping agencies assess their employer brand so they can see their agency the way prospective employees see their agency. Part 2, Sourcing, Recruiting and Hiring, focuses on sourcing potential hiring prospects, recruiting them into your agency, and ultimately hiring them. Part 3, Retaining Your Best Employees, focuses on how agencies can retain their best employees.

What’s Reimbursable? Although Winning@Talent is a free resource for PIA members, Part 2 of the program suggests improving the hiring process by using one of two PIA programs: (1) the IdealTraits recruiting platform and (2) behavioral assessments using the Omnia Profile.

Learn more about Winning@Talent:

• Visit the Winning@Talent website.

Get Started With Winning@Talent:

1. Login here to access Winning@Talent.
2. Access the IdealTraits recruiting platform and/or the Omnia Profile behavioral assessments through Winning@Talent or via the direct links provided here.
3. After placing an order with either IdealTraits or Omnia, please submit your emailed receipt to PIA National’s office following the instructions below.

Steps to Get Reimbursed

PIA members, please follow these simple steps to get reimbursed through these programs (one Marketing Program reimbursement and one Partnership Program reimbursement per PIA National membership, for a maximum total reimbursement of $500).

Step 1. Place an order through any of the programs described above.
Step 2. Email paid receipt to agentsupport@pianet.org along with the following information (REQUIRED):

• Your agency’s PIA National A1 Member ID# (What is my agency’s PIA National A1 member ID number?)
• PIA member’s full name
• Agency Name*
• Street address, city, state, zip code*

* Checks will be made payable to the PIA A1 member agency and mailed to the address PIA National has in our database. If you believe this will cause an error, please let us know when submitting your reimbursement request.

Question? Please direct all questions to PIA National at agentsupport@pianet.org.

Important Terms and Conditions:

• Current PIA National membership is required to participate in this reimbursement program.
• Two reimbursements per PIA National A1 member agency, one for Marketing Programs and one for Partnership Programs as described above.
• Reimbursements will be made on a first-come, first-served basis until available funds are depleted. This web page will be updated as funds start to become limited.

What is my agency’s PIA National A1 member ID number?

Recent emails sent to PIA members from PIA’s national office about this program have included PIA members’ PIA National ID# and other information about your agency’s A1 PIA member. Simply copy/paste that information when requesting your reimbursement payment.

To determine your agency’s PIA National A1 member ID# 24/7, please follow these steps:

1. Click here as if you were requesting a password change to our website.
2. Enter the email address of your agency’s PIA National A1 member. (If this is not you, it is likely an agency principal.)
3. PIA National’s website will send an automated email to the A1 member. The trailing digits in the password reset link are the A1 member’s PIA National ID#.