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Growth & Profit tool

FAQs

Q: Are the calculators easy-to-use?

A: If you can put numbers in an Excel spreadsheet, you can use this tool to enter your own data and create "what if" data scenarios that are specific to your insurance agency.

The tool will take your data and adjust factors to reveal opportunities for improved retention, increased sales goals and account-rounding activities (for up to the next 5 years).

Since results from these calculator tools are not static, agencies create “what if” scenarios and improve their bottom-line results by adjusting factors including improved retention, increased sales goals and ramping up account-rounding activities.

 

Q:  Then what?

A: 3 ways to use this tool:

(1) "Asking Customers The Right Questions” are built on a proven strategy successful agencies are already using to enhance both growth and profitability.

(2) The second turn key approach focuses on both retention and lead generation. It is the “Claim Alert Lead Program” and directed towards an agency’s current homeowners clients.

(3) The third, “Conducting a Young Driver Seminar” is designed to help enhance an agency’s overall image not only with their current customers, but potentially, with everyone in their community.

Each of these approaches is comprehensive and includes a series of guides and step-by-step instructions for implementation by an agency.

 

Q: How much does it cost to utilize this tool?

A:  FREE - It's a member benefit. You must be a member and logged into PIA National to access the Partnership program tools.

  

Q:  How legitimate is this tool?

A: The PIA Partnership, originally established as the Company Council of Executive Officers (CCEO) in 1996, is a group of insurance companies that share resources and work closely with PIA National to conduct research and develop tools and resources designed to benefit professional independent insurance agents.

 

Q:  Who are the participating carriers in the PIA Partnership

 

A special thank you to our KKlub Members for their support.