Agency Consulting Request
Let's get started! Complete the following to request more information about PIIAC's agency consulting services. The sooner you reach out, the sooner we can roll up our sleeves and get to work.
Name
*
First Name
Last Name
Email
*
example@example.com
Agency Name
*
Position at Agency
*
Agency Website
*
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Street Address
*
City
*
State
*
Zip
*
Are you a member of the Professional Independent Insurance Agents of Colorado (PIIAC)?
*
Yes
No
Not sure
Employee Count
*
Please Select
Less than 4
4 - 20
21 - 49
50 - 150
More than 150
Annual Revenues (Commissions and Fees)
*
Please Select
Less than $1.25M
$1.25M - $2.5M
$2.5M - $5M
$5M - $10M
$10M - $25M
More than $25M
Are you a new owner or have you recently started your own agency?
*
Yes
No
Does your agency have a plan in place for when an E&O issue arises?
*
Yes, we have a plan in place and a trusted point of contact for questions.
We have a point of contact, but no formal plan.
I think we have a plan, but it hasn't been reviewed in a while.
Not sure.
Does your agency have operational procedures in place that support your growth goals and your E&O risk management plan?
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Yes, I am confident in our operational procedures.
I am somewhat confident in our procedures. We should review them.
We do not have sufficient or up to date procedures.
Not sure.
Does your agency have a defined strategy for sales and marketing that includes both online and traditional sales and marketing channels?
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Yes, we have a defined strategy that is reviewed and updated regularly.
We have a strategy, although we have not focused on implementing it.
We do not have a defined strategy.
Not sure.
Does your agency have technology in place that supports your goals and is the technology sufficiently utilized?
*
Yes, we are a technology forward agency.
We have good technology in place. We are not using it to its full potential.
Our technology could use an update.
Not sure.
What areas of focus does your agency need help with? Please select all that apply:
*
Hiring Tools
Agency Technology
Carrier Management
Strategic Planning
Financial Management/Agency Valuation
Perpetuation Planning
Sales & Growth
Process & Workflows
Agency Culture
Other
If you chose "Other" above, please specify:
Please describe the challenges your agency is facing and what you hope to accomplish through agency consulting:
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