You are here:HomeNews CenterNews About PIA2006NEW MEMBER BENEFIT: PIA Members Now Get Rough Notes Agency OnLine At Lowest Cost

NEW MEMBER BENEFIT: PIA Members Now Get Rough Notes Agency OnLine At Lowest Cost

PIA has negotiated a special agreement with The Rough Notes Company (publisher of Rough Notes magazine) to make new subscriptions for The Rough Notes Agency...
February 14, 2006

PIA has negotiated a special agreement with The Rough Notes Company (publisher of Rough Notes magazine) to make new subscriptions for The Rough Notes Agency OnLine suite of products available to PIA members at a"lowest available 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 $1,699 with an annual renewal rate of $750 for The Agency 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 Agency OnLine?

The Agency OnLine is a unique risk evaluation sales and resource tool. Integrating ten Rough Notes products into an easy to use Web-based format, The Agency OnLine will help producers identify the many risk exposures and provide detailed coverage analysis associated with both personal and commercial lines policies. The Agency 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 survey's include a line for client/agent signatures helps mitigate an agent's E&O exposure.

The Agency Online includes:

Risk Survey / Commercial - Exposure-based questions for more then 600+ types of business to help you understand, write and develop 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 of exposures inherent in today's personal lines accounts.

Policy Forms & Manual Analysis - Get the depth and breath of over 6,000 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 five 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 continuing education program explores the insurance needs of the customer. You can earn your CE credits with courses that are filed by WebCE in all states except Oklahoma, Texas and Wisconsin as of 12/1/05.

Order Now

To take advantage of this discount, 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.
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