Terry Adams 2007 small

Terry Adams and the PIA have partnered to bring important professional services to you.
  • Assistance with federal & state mandates
  • Information on products & services to make your agency more profitable
  • Customized education for your personnel from a qualified instructor
  • And more!

 "As a past president of PIA National, Terry Adams is listed among the elite of the insurance industry. His knowledge of this industry is unparalleled and his list of accomplishments that include a lifetime of success as an independent insurance agent is lengthy." - Clark Sitzes, Executive Vice President of the PIA Western Alliance

Terry wants to share his knowledge with you and offer affordable solutions to the challenges you face every day.  

The partnership developed between PIA Western Alliance and Terry Adams & Associates, LLC will deliver to any member of PIA a range of professional services to enhance their image as professional independent insurance agents.

You are not alone. Let me know where your agency needs operations assistance and I will give you an estimate of the cost of the service. I will come to your agency and sit down with the principals to review areas of interest or concern.

Agency Management Suggestions:

  • Business Planning
  • Continuing Education Provider
  • Checklists-Personal & Commercial
  • Company Contracts
  • Disaster Planning
  • Employment Contracts
  • Ethics
  • Insurance Agency Ratios
  • Job Descriptions
  • Perpetuation
  • Personnel Manual
  • PIA Products
  • PIA Services
  • Privacy Requirements
  • Standards
  • Strategic Planning
  • Culture Statement
  • Mission Statement
  • Vision Statement
  • Underwriting & Applications

Management consulting refers to the practice of helping insurance agencies improve performance. Management consultants bring experience, formal frameworks or methodologies to identify problems or suggest more effective or efficient ways of performing insurance agency tasks. Through agency surveys and personal interviews I will observe and make recommendations. 

You can expect:

  • High professional standards
  • Confidentiality
  • Objectivity
  • Focus on agency challenges
  • Open communication
  • Knowledgeable
  • Experienced
  • Independent

To contact Terry Adams please use the form below.

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Description of professional services needed:

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