Insurance Agency Consulting
We know the challenges you’re facing. Let us help you solve them.
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About Insurance Agency Consulting
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.
Do you have questions for us? Ready to get started?
We are here to help!
SHOP TALK WITH PIIAC
Join us once a month to Talk Shop with PIIAC to gain insightful information on how to best run your insurance agency.
Register below for all scheduled dates.
Dates:
December 19, 2023
January 16, 2024
February 20, 2024
March 19, 2024
April 16, 2024
Recent Articles
A Guide to Profit and Loss Statements for Independent Insurance Agents
Having an independent insurance agency is about more than just finding the right policies for your clients. It's also about running a successful business and achieving your goals. Having accurate and organized profit and loss statements not only helps you see the...
Deal Dynamics: Identifying an Acquisition to Add the Most Value to Your Agency
After record activity in 2021, the number of independent insurance agency and broker mergers & acquisitions returned to pre-pandemic levels in the first half of 2023, according to OPTIS Partners. The boom in activity between 2020 and 2021 was driven largely...
The Legislative Process – We All Need to Be Involved
WITH THE RECENT CLOSING OF THE 2023 Colorado Legislative Session on May 6, 2023, we will look back at this year’s session as one of the more active years that PIIAC has had in recent memory. We saw a bill this year on underinsurance (HB-1174); a bill to create a...