Roadmap to Independence: Conference for Nationwide Agents
Transitioning to Independent Agents

Roadmap to Independence, Feb. 20-21 in Las Vegas, is an opportunity for Nationwide Independent Contractors to map out practical strategies on their road to independent agent status. During this dynamic event, participants will have opportunities to learn from and connect with experts from within the independent agency channel. Vendor representatives and workshop leaders will provide blueprints for decision making around systems, technology, carrier contracting, operational best practices and financing. Two focal points of this event include a panel discussion with several Nationwide peer agents who have successfully transitioned, along with a special banquet dinner and entertainment. To register or learn more, visit


Crowne Plaza Executive Center — Baton Rouge Louisiana
March 4 & 5, 2020

The Louisiana Department of Insurance (LDI) is pleased to announce registration for the LDI Convention 2020 is now open! The convention is set for Wednesday, March 4 and Thursday, March 5, 2020, at the Crowne Plaza Executive Center — 4728 Constitution Avenue in Baton Rouge, Louisiana.

To attract additional participants, exchange ideas, and allow for time and opportunity to interact with industry colleagues and presenters, the LDI is merging the Louisiana Health Care Conference, the Louisiana Auto Theft and Insurance Fraud Prevention Authority Conference, and new sessions on property and casualty insurance topics, to create one large-scale event designed to meet the needs of insurance professionals.

LDI Convention 2020 Wednesday, March 4, 2020 — 8:30am to 4:30pm
Thursday, March 5, 2020 — 8:30am to 12:00 Noon
Check in: 7:30 a.m. each day
Registration: $125.00 for individual and business attendees
$50.00 for government employees

To view the agenda and online registration please click here:

The Crown Plaza Executive Center is offering a special rate for March 3 & 4. Mention LDI Convention 2020 for the $97 per night rate. For reservations, please call (225) 925-2244.

By attending LDI Convention 2020, insurance producers licensed with the LDI may receive up to 9.5 hours of continuing education credit. To receive CE credit, producers must attend the convention presentations. Failure to attend the convention programs or leaving early will result in either partial credit or no credit earned. Continuing legal education credits are in process. Details will be available soon.

LDI Convention 2020 exhibit space is going fast! For exhibitor details, please contact Julie Freeman at

Please make plans to join the LDI in making this a successful event. For added details, please contact Crystal Stutes at (225) 342-4311 or Julie Freeman at (225) 219-4772 or email LDI Convention 2020 at

Agency Journey Mapping — January 30, 1 PM ET

Questions about the future of your agency? PIA has answers.

Whether you are planning for the eventual sale of your agency, planning for the unexpected, or simply want to value your agency, PIA's Agency Journey Mapping program will put you on the right path.

We'll help you understand the challenges and best practices of agency ownership transfer, so you can create a perpetuation/succession plan for your agency. And you'll receive access to dozens of tools to help you do it. Agency Journey Mapping is available on-demand or through live seminars.


Other upcoming PIA webinars:

Three Keys for Turning Resolutions Into Reality (hosted by AVYST) — February 4 at 2 PM ET.

One More Time: ACORD and PIA National Announce Program
to Provide Forms Access to Member Insurance Agencies

By now you may have heard that ACORD will be requiring all agents and brokers to obtain an End User License to utilize ACORD forms starting January 1, 2020. PIA has partnered with ACORD to ensure that all qualifying PIA members under $50,000,000 in gross P&C revenue receive the license as part of their PIA membership.

ACORD End User License for PIA Members

On January 1, 2020 ACORD will begin charging agents and brokers an End User License to access ACORD forms. PIA has negotiated an agreement with ACORD that will enable qualifying PIA members to access the End User License at no cost to the member, provided the PIA member accesses forms through an agency management system or another authorized distributor. Click here to determine the scenario that describes your agency and see FAQs.
  • PIA member agencies with annual group gross P&C revenue under $50 million are eligible for a complimentary license to use ACORD Forms. The End User License will allow agents to utilize ACORD forms. In order to obtain these forms for free, agents and brokers will still need to access the forms from a distributor. In most cases, the "distributor" will be your existing agency management system. To access the PIA Agency Vendor-Supplied Forms License you will need to register with Acord here. If you have any questions you may contact ACORD member services at
  • PIA member agencies under $1 million in annual group gross revenue and not using a form distributor (i.e. no agency management system), may also subscribe to the ACORD Advantage Plus Program at a discounted rate (a $20 PIA member discount) to access ACORD forms directly.
There are a couple of important details of which you should be aware:
  • Agents and brokers will need to sign an End User License Agreement (EULA) from ACORD.
  • PIA is working to verify your membership with ACORD but is also committed to ensuring your privacy. We are careful and respectful when handling your agency information and do not loosely supply this to third parties. In rare cases where this is required (e.g., your errors or omissions application, expressed participation in a member benefit, etc.), we handle your information with the highest level of care. As such, we will utilize the same care and practice when working to verify your membership.
As ACORD finalizes details, PIA will provide you information and assist you along the way. In the meantime, you can check for updates at

Registration Now Open for PIA Advocacy Day

Registration for the 2020 PIA Advocacy Day is now open! You can register online HERE.

A schedule of events for PIA Advocacy Day can be found here.

We hope you join us for this results-focused advocacy event, where PIA members from around the country travel to Washington, D.C. to represent the independent insurance agency system.

PIA Advocacy yields results. In 2019, PIA member advocacy led to legislative victories for agents on a host of crucial matters.

At this year's Advocacy Day, PIA members will be advocating on essential topics like supporting legislation to repeal the Federal Insurance Office (FIO); defending against cuts to agent commissions for selling flood insurance; ensuring permanent tax relief for independent agency owners who file as passthrough entities; and protecting the crop insurance program. Join your fellow PIA members!

Save the Date for March 31-April 1, 2020 in Washington, D.C. to help lead the way for your profession.