Q: Is this tool easy to use?
A: If you can put numbers in an Excel spreadsheet, you can use this tool to enter your own data and create "what if" data scenarios that are specific to your insurance agency.
The tool will take your data and adjust factors to reveal opportunities for improved retention, increased sales goals and account-rounding activities (for up to the next 5 years).
Since results from these calculator tools are not static, agencies can create “what if” scenarios and improve their bottom-line results by adjusting factors including improved retention, increased sales goals and ramping up account-rounding activities.
Q: How much does it cost to utilize this tool?
A: This valuable tool, with powerful analytics, is FREE to PIA agent members by PIA National and the PIA Partnership. You must be a member and logged into PIA National to access the Partnership program tools.
Watch the demo here to see how to utilize this invaluable tool in your agency.