Circle of Consultants

This consultant referral program has assembled a group of industry professionals with expertise in all areas of agency operations. Many of the experts in PIA's Circle of Consultants offer PIA-member discounts.

PIA's Circle of Consultants is a group of industry professionals who can help keep your agency on the right track or put you on a new, more successful track. Areas of expertise are listed below. If you are an insurance professional in New York, New Jersey, Connecticut, New Hampshire, or Vermont, please send a request to PIA's Industry Resource Center to receive a list of consultants, including their biographical outline, fees and contact information.

Areas of expertise

  • Agency mergers/acquisitions

  • Agency planning

  • Automation/technology

  • Business ethics

  • Environmental risk management

  • Financial planning/management

  • International insurance

  • International risk management

  • Legal (E&O)

  • Licensing services

  • Marketing

  • Motivational leadership

  • Personnel management

  • Privacy

  • Risk management

  • Risk retention

  • Sales management

  • Technical training