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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.
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Agency management
New Jersey producers standards of conduct
This document provides an easy to reference guide for regulations regarding standard of conduct for insurance producers during the course of their business.
Site planning—your office set-up is more important than it seems
This document walks you through the importance of office layout in customer service and for common areas that should be considered in how your agency is set up. 4 pages
When the insured fires the producer
Outlines the proper use of the ACORD 35 and 36 forms when a producer and insured dissolve their business relationship. 3 pages
Get your staff working together—how to plan and hold more productive meetings
Meeting planning tips on who needs to be involved, when a meeting is truly needed, the importance of an agenda, and how to increase staff participation. 2 pages
Choosing between an S corporation and an LLC
A comprehensive review of the difference between these two types of corporations to assist you in making this important choice. 3 pages
The seven information management questions every organization should ask
Disorganization creates inefficiency. To help improve agency efficiency, this resource kit covers the seven essential questions regarding agency business information. 3 pages
Keep control of your agency
Helpful tips to keep agency principals in control of the issues that arise in day-to-day agency life. 2 pages
What members are asking about the Spitzer contingent commission notices
A question-and-answer kit that addresses some of the commonly asked questions being handled by PIA’s Industry Resource Center on the Spitzer contingent commission notices. 2 pages
Transitioning from an entrepreneurship to a professionally managed firm—Part 1
Part 1 of a four-part series that discusses the journey from a small business into a larger organization. 9 pages
The big questions for agency owners
Answering and acting on these important questions can help you enhance your agency’s overall performance. 4 pages
Effectively wearing the three hats—how agency owners can thrive as a CEO, sales manager, and as a producer
This resource kit outlines how agency owners can thrive as a CEO, sales manager, and as a producer by spending 80% of their time on jobs that are going to bring the most return to the agency. 3 pages
Putting a priority on your time
Helpful tips on how to prioritize and manage your time more effectively. 2 pages
Planning for the incapacity of a key employee
This resource kit discusses how to plan for the sudden incapacity or death of a key employee. 2 pages
Underwriting: A collaboration toward profitability
An in-depth review of how front-line underwriting can increase agency profits. 2 pages
Interns: to pay or not to pay
This resource kit discusses the facts and circumstances surrounding internships and can help determine whether an intern is a paid employee. 3 pages
Importance of New Year’s resolutions for agency owners
Discusses three key items your agency should consider for starting off the new year on the right foot. 2 pages
Distinguishing yourself from the competition—be a consultant, not a commodity
Offers strategies that can help you set your agency apart from the competition. 3 pages
The ‘other’ BI
Offers opportunities for agency owners to mine the data they have within their agencies to plan their future based on where they have been in the past. 2 pages
Uniting sales and service: five practical managements tips
Sales and service employees are different from one another. This resource kit provides the guidance you need to understand the difference between the two and offers tips on getting them to work together as a team. 2 pages
Insurance agency moving checklist—planning before, during, and after
This resource kit offers a handy guide along with helpful checklists to help make your agency’s move a smooth process. 6 pages
How to break up with a client in around 300 words
A discussion about terminating a relationship with a client, including a helpful sample letter. 2 pages
Update your disaster plan
This resource kit offers three drills you can put into place to ensure your disaster plan is up to date. 2 pages
COVID-19 preparedness checklist
A comprehensive checklist for an agency to record their preventative measures associated with the COVID-19 virus. 2 pages
Stronger together—reinforce the agent, carrier, and client bond
A discussion on the five elements that could help develop your relationship with insurance carriers. 3 pages
Best practices: Terminating remote employees
Offers information regarding remote workers and their return to the office. 3 pages
Hiring: Looking forward can mean looking back
A discussion about the benefits of hiring mid-career professionals who could be looking for a career change. 2 pages
Boost your agency’s defense with disclaimers
This resource kit discusses the importance of using disclaimers and offers several samples that can help protect an agency from potential E&O claims. 2 pages
Transitioning from an entrepreneurship to a professionally managed firm—Part 2
Part 2 in this series of four identifies and helps agents better understand six critical organizational development tasks discussed in this issue. 2 pages
Transitioning from an entrepreneurship to a professionally managed firm—Part 3
Part 3 in this series of four helps agents identify and understand four major states and the typical characteristics that an organization must pass through on its way to greatness. 2 pages
Transitioning from an entrepreneurship to a professionally managed firm—Part 4
Part 4 in this series of four discusses the tactical transitions that a business must successfully execute. 2 pages
When clients ask: Should I report a claim to my policy?
Provides an in-depth discussion about the best practices to follow when clients ask if they should report a claim. 2 pages
PwC’s 2023 U.S. Family Business Survey
Provides the findings of a national survey relating to family businesses. 9 pages
Beyond the bottom line: What DEI really means
This resource kit overview how diversity, equity, and inclusion can be a foundational strategy for building workplaces that are dynamic and future ready. 2 pages