QuickSource materials are available to PIA members only if you have not registered for MEMBER ONLY services from PIA click here now.
Below is a listing of the documents that are available. Simply click on the document title to select that documents. The index is updated on a regular basis.
Browse by topic
Automation/technology issues
Copyrights, disclosures and disclaimers
Provides sample verbiage for disclosures and disclaimers that may be included on an insurance producer’s website. 2 pages
Use technology to help run your business more efficiently
A review of technology-related tools, such as Zillow, that assist in agency workflow efficiency. 4 pages
Maximizing mobile: from good idea to must do
This resource kit discusses the benefits of having a mobile app available for your clients. 2 pages
Technology use in your agency
Addresses the use of agency technology by customer service representatives. 2 pages
Just image-n
Discusses how document imaging can be used to its fullest potential in easing agency workloads, improving client service and assisting with marketing efforts. 3 pages
I have issues ...
This resource kit is a discussion on the topic of online purchasing and binding of insurance policies. 2 pages
Multi-company (comparative) rating: an optimal workflow
This report focuses on a workflow designed to incorporate third-party reports into the rating process and recommendations for the next steps to take. 12 pages
Productive agency visits by insurance carrier field representatives
An ACORD-User Group Information Exchange guide to assist agency principals, agency staff and insurers to work together toward common goals, increasing efficiency and technology workflows. 13 pages
BeyoncADA
This resource kits discusses the importance of making your website ADA compliant. 3 pages
Do you have a procedure for handling emails from your clients?
Discusses the need to have a plan in place that your staff can follow for handling incoming/outgoing emails. 2 pages
An agency guide to premium-comparison systems—third edition
A comprehensive resource that helps producers understand key workflow and technology issues surrounding multiple-company comparative rating for those who are looking to boost agency profitability and customer service. 93 pages
Technology-related terms
A comprehensive list of technology-related terms and their applicable definitions. 15 pages
It’s time for a button … the Buy Button
This resource kit offers information on PIA’s Buy Button initiative. 1 page
Embracing technology with the instant satisfaction generation
This resource kit discusses how investing in technology can increase an agency’s efficiency level. 2 pages
Developing social-media policies for your agency
Helps create a strategy and agency policies for bringing social media into your agency. 4 pages
How COVID-19 has opened agents’ eyes to the power of technology on sales
This resource kit discusses the importance of agencies using today’s technology in order to compete with tech-savvy agencies. 3 pages
Cloud computing vendors
A listing of vendors that offer cloud computing services. 2 pages
Automate social-media marketing
This resource kit outlines automating social-media marketing and provides some tips for getting started. 3 pages
Your agency needs a little push—take advantage of marketing micro-moments with the power of push notifications
This resource kit talks about using push notifications for marketing and how they are among the fastest ways to get a message in front of your audience. 2 pages
Insurance in the age of technology and AI
This resource kit discusses how advanced artificial intelligence is becoming more prominent in the insurance world. 2 pages
Do you need an upgrade?
This resource kit talks about the importance of installing software updates when you receive them. These updates help prevent your computer from being vulnerable to attacks from outside sources and ensures the system is running to the best of its ability. 1 page
Is your agency’s website accessible to the blind?
Courts consider websites to be “places of public accommodation,” which makes them accountable to the ADA. Is your website accessible? 2 pages
Social-media advertising ’Bachelor’ style
A sampling of the advertising rules agencies should be aware of when creating social-media marketing. 2 pages
Who’s liable for a website’s content?
A discussion on website liability, who is responsible for the website’s content. 2 pages
Navigating claims today— a modern approach provides specific industry advantages
A discussion about the modernization of claims management and how balancing between legacy core systems and newer technologies can go hand-in-hand. 5 pages