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Control Your Agency's Future

Every day you make decisions that not only impact your business today — but set the stage for your options long-term.

The life of your business is a journey — one that will evolve as your agency changes and grows. Without the right preparation, your agency’s value can be reduced — especially if the unexpected happens.

Control your destiny by defining your objectives, understanding your options and developing the right plan.

Agency Journey Mapping is a program that provides powerful tools for perpetuation and succession planning.

We’ll help you ask the right questions, get better insights, and create plans that are customized for your individual goals. And it’s relevant for agencies at every stage.

Our 3-Step Program

for Developing Your Agency Journey Map

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attend our seminar, live or on-demand  

access a resource library of worksheets

develop a customized action plan

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48% of insurance agents don't have a perpetuation plan in place for their businesses.*

*2018 National Underwriter/PIA/Flashpohler survey

HOW READY ARE YOU?

HOW TO GET STARTED:

Purchase On-Demand Program for Only $99

Request Info: Live Seminar in Your Area

What to expect when you purchase the On-Demand Program.

After purchase, you’ll receive an email from The PIA Partnership with your login to the Agency Journey Mapping resource library website.  

 

Questions? Contact us at any time.

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PIA Members:

PIA has funds reserved to reimburse your purchase of the Agency Journey Mapping program.

Learn more at pianet.com/agentsupport.

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TESTIMONIALS

What agencies are saying:

“The agency valuation process was extremely helpful and unique; not only for succession planning, but also for estate planning and for future possible acquisitions.”

“Great points on creating contingency plans, with an emphasis on pre-planning, rather than disaster-planning.”

“A hot topic and valuable session that every agency should make time for..”

“It was great to understand that some plans take years to implement—it’s important to start early.”

“Valuable information for agencies of all sizes at all stages.”

“I came away from the seminar with several great ideas.  Every agency owner (or potential owner) would be well advised to listen to these words of wisdom.”