Simply
Positive
Growth.

Elevate your practice with a networked community to help
you thrive, and the technology to make it simple.

A Toolkit crafted for success

Unlock Productivity

Industry winning productivity tools remove your administrative burden giving you more time to sell & greater free time to enjoy what you love.

AMP Your
Marketing

Get more referrals & qualified prospects, drive opportunity, develop high value sales relationships with marketing plans and coaching.

Join a
Community

Remain independent, but plug into something bigger. Our community keeps you challenged, motivated and accountable.

Apply Our Resources

PIB teams provide underwriting, advanced sales, financial planning, and coaching & training. We’re an expert partner for all phases of the sales cycle.

Leverage Our Expertise

PIB provides expert support from industry veterans who understand your business & the importance of a sale. We handle the admin burden for you.

We simplify interactions, solve complex problems, and
handle the details so you can focus on sales.

We’ll help you

Expert support from industry veterans.

Best for fee-only RIA firms and practices. Begins with an intro to the client. Then PIB takes the lead tailored to your preferences on products, communication, and level of involvement. This model does not typically include revenue share with the referring practitioner, but can in some cases.

Best for fee-based firms, P&C, Benefit agencies, and advanced planning cases. We’ll collaborate on discovery. Then PIB leads in case design, underwriting, and implementation. Your team adjusts the plan and presents to client. PIB offers joint policy service. Typically revenue is shared equally.

We tailor our approach to each advisor, taking the time to understand your business, your market, and your current team and processes. Client facing to back-office only, we’ll work within your needs.

Best for independent advisors and agents with insurance experience. You take the lead role and our team is there to support case design, quoting, underwriting, and case management. Revenue sharing is based on experience, level of involvement, and anticipated production.

Our Support

Is built around how you sell.

We’ll help you drive opportunity. PIB is your expert partner for all phases of the sales cycle, turning sales calls into sales success.

Trust is at the core of how we serve

“In my 30+ years as a career advisor focused on the advanced business planning market, I inevitably have situations arise where my core carrier is not the best fit for my clients. The team at PIB is a great asset to help me and my staff navigate products, underwriting and case management in the brokerage market. Their focus on relationships, support and ease of doing business are vital when working with carriers we are not as familiar with.” – a 25 year MDRT top of the table qualifier

“When I decided to go independent I knew I needed a partner that could invest the time and resources to be my full back office. As I’ve grown my business by bringing agents into my own community, they’ve been very involved in creating systems and processes that allow me to focus on what I do best to scale my firm.” – a 15 year MDRT top of the table qualifier

“With a primary focus on property and casualty, our firm has great opportunities to work with our clients in other areas, but we are not always confident in how to approach them. Piedmont Brokerage has helped us create additional revenue through education and point of sale that we otherwise would not have been able to do. They really understand the reputation and revenue risk when cross-selling additional products and their planning first approach creates a seamless client experience with invaluable solutions.” – a Piedmont outsourced insurance desk partner

Our advisors are our biggest fans, don’t take our word for it, take theirs!

Plug into something bigger and Be in business for yourself,
not by yourself. At PIB, we work together.

Join the piedmont community

Work with us

Want to see things from our perspective?

SimplyPositiveGrowth.