Rough Notes Producer OnLine (formerly Rough Notes Agency OnLine)

Available to PIA Members at an Exceptional Discount

PIA has negotiated a special agreement with The Rough Notes Company (publisher of Rough Notes magazine) to make new subscriptions for The Rough Notes Producer OnLine suite of products available to PIA members at an exceptionally discounted cost of $400 annually, with guaranteed renewal at the same rate for three years.

This special arrangement pricing for PIA members is a dramatic reduction from the regular list price of $1,600 with an annual renewal rate of $750 for The Producer OnLine package.

"PIA negotiated this special pricing in response to the need of our members, especially those with smaller agencies, for an up-to-date and accurate reference tool to assist them in the day-to-day operation of their agencies," said PIA National Executive Vice President & CEO Len Brevik. "The price reduction PIA members will receive represents a commitment on behalf of The Rough Notes Company to offer a product that is affordable to any size agency." 

What Is The Producer OnLine?

The Producer OnLine is a unique risk evaluation sales and resource tool. Integrating ten Rough Notes products into an easy to use Web-based format, The Producer OnLine will help producers identify the many risk exposures and provide detailed coverage analysis associated with both personal and commercial lines policies. The Producer OnLine also describes the related coverages that should be considered for each classification. Expanded definitions of the coverages - with links to PF&M - provide more complete coverage analysis. The surveys include a line for client/agent signatures to help mitigate an agent's E&O exposure.

The Producer Online includes:

Risk Survey / Commercial - Exposure-based questions for more then 600+ types of business to help you understand, develop, and write the whole account. Increase your revenue per account and retention ratio at the same time.

Risk Survey / Personal - Complete with a check list and questions that take into consideration the myriad exposures inherent in today's personal lines accounts.

Policy Forms & Manual Analysis - Get the depth and breadth of over 7,000 pages worth of policy information and analysis, plus relevant court cases and proposal language with just a couple of mouse clicks.

Coverages Applicable - Access a broad overview of possible coverages for risk categories and 700 business types. Links to PF&M take you to the detail.

Insurance Marketplace - Easy access and links to the industry's most comprehensive directory of E&O carriers, MGA/MGU's and program administrators allow you to write the whole account.

Insurance Words - Over 5,000 insurance words, terms, and phrases for the new or seasoned professional.

Business Letters - Over 300 professionally written letters to enhance the way you prospect, develop relationships, and service your business.

Rough Notes Magazine - Electronic access to thirteen years of insurance-related news sales ideas and commentary from the industry's most respected publication.

e-Marketing for Agencies - Use your Web site to inform and educate, using professionally written articles that contain frequently asked questions. Keep your web site fresh and draw customers back again.

Risk Specific Training Courses - "The How to Insure" online education program explores the insurance needs of the customer.

Take a Demo

Take a limited demonstration of Rough Notes Producer Online.

Order Now

To take advantage of this discount, you can now purchase Producer Online with your credit card at Rough Notes’ secured site (requires PIA member login). To receive your special discount enter your promo code: 1POLAPIA115 (case sensitive) or contact The Rough Notes Company directly at 800-428-4384, ask for their Online Subscription Department, identify yourself as a PIA member and provide your member ID number*.

*Your PIA "member ID number" can be either your state association ID number or your PIA National ID number, which is issued to the primary member from each PIA member agency. If you don't know what your agency's PIA National member ID number is, you can find out in number of ways:

• Your agency's PIA National member ID number appears directly above the name of your agency's primary member on the mailing label of the issue of PIA Connection that is mailed to your office.
• Your agency's PIA National member ID number is your primary member's initial username for this website. If we have that individual's email address on file, please click here to have login information emailed instantly.
• If PIA National does not currently have the email address for your agency's primary member, or if the primary member's username has been changed and is no longer his/her PIA National member ID number, please click here to request your agency's PIA National member ID number.