Washington – Owing in part to an association with senior insurance company executives who desire improvements in the agency distribution system for insurance products, the National Association of Professional Insurance Agents (PIA National) released an online planning tool for its members.

PIA National says it created the “Practical Guide to Successful Planning” tool through its work with “The Partnership,” a group comprising senior insurance company executives to enhance the success of any agency.

“This is a tool created by agents, for agents,” says PIA National president Robert Page. “Its purpose is to assist agents in planning efforts within their own agencies and coordinating those plans as they work with the carriers they represent.”

Regardless of whether agents are new to a planning process, have had previous experience or are currently involved in planning efforts, agents can select their starting point and then proceed to access the right tools to help them be successful in their planning efforts, says the Washington, D.C., national trade association.

“This is an excellent tool for agents to use in planning the activities of their agency to ensure a greater level of success,” says Jack Shiltz of MetLife Auto & Home, chair of The Partnership. “It is also an effective way for agencies to engage their carriers in planning for their mutual success.”

Company participants in The Partnership are AIG Agency Auto, The Central Insurance Companies, Hanover, Harleysville, The Hartford, Main Street America Group, MetLife Auto & Home, Motorists Insurance Group, Ohio Casualty Group, Progressive, State Auto, Travelers and Zurich.

To access the Practical Guide to Successful Planning online, visit PIA National’s website.

Source: PIA

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