“My small agency joined PIIB, and, overnight, it was able to compete with the largest brokerages on a level playing field. And, best of all, I don’t have to talk to company marketing representatives all the time.”

– David Haynes
Secretary Treasurer
Become Affiliate

Member Criteria and Approval Process

Qualifications of PIIB affiliates
There is no minimum premium requirement for PIIB affiliates. We are looking for agencies that will grow profitably with our companies and work in a collaborative way with other PIIB affiliates. Since PIIB does not have central marketing, agencies who become PIIB affiliates must be able to handle their own quoting and submitting of business directly with the companies. We review profitability and financial condition as well as check for DOI violations and or restrictions.

Becoming a PIIB affiliate requires:

  • Completed PIIB application
  • Signed release of your premium/ loss information
  • Two years financials – income statements and balance sheets
  • Brief bio of the agency and agency principals
  • Last three months trust account statements
  • Current licenses for Agency and all principals
  • Current E&O with at least $1 million limits

Once all the information is received, preliminary approval will take less than a week. Final approval requires a meeting with the President or the Agency Manager. It is preferred this meeting take place in the agency’s office.

Once approved the agency and PIIB review the available companies and related volume requirements. Once companies desired by the agency are selected and the initial deposit is paid, PIIB prepares the company applications for appointment on behalf of the agency. At this point the agency will be asked to provide licenses and other background information for all licensed staff as well as information on agency automation required by the company applications. A visit to the agent’s office is made to obtain the necessary signatures form principals and staff.  PIIB then submits the appointment applications to the selected companies. Appointments are not guaranteed by PIIB but are subject to company approval. Some companies take a couple of weeks to process appointments while others take up to two months. Some appointments with companies, that allow the agencies to use PIIB’s master code, can be accessed immediately.