Selective by Design
We understand that in this business, long-term success comes from calculated, strategic decisions. We never force our members to aggregate, and we push back on any requests that could negatively impact others. Our reputation remains strong because we stay selective and protect the integrity of our network.
Considering membership with NAIA?
We’ve outlined the process so you know exactly what to expect.
Before Joining NAIA
Fit Assessment
We meet you and your team one-on-one to evaluate the fit of your agency as a part of NAIA.
We’ll talk through:
- Your agency’s performance, structure, goals, and growth potential
- Current challenges your agency is facing
- Any questions you may have to understand expectations and explore how NAIA can support your long-term vision
First 90 Days
Strategy Definition
Review and refresh the initial assessment to lay out a personalized action plan for your agency
- Book evaluation determines what impediments stand between a member and their goals
- Operations assessment finds opportunity in the back office
- Walk-through of SIAA programs and resources
Beyond that, we’ll build a personal relationship and a foundation of trust that grows over the years we work together.
After the 90 Days
Partnership in Achieving Agency Goals
At NAIA, we believe employee buy-in is essential to long-term success. That’s why we engage with your entire team to build trust, alignment, and a shared understanding of your goals. Our partnership includes:
- On-site visits twice a year to meet with your agency
- Twice-yearly member meetings for continued collaboration
- Ongoing calls and strategy sessions as needed
- Responsive, white-glove support for whatever else you need
Perpetuation Planning
Secure your Future with Perpetuation Planning
NAIA offers expert guidance in perpetuation planning tailored to established agencies. We help you create a thoughtful transition plan that protects your hard-earned equity and ensures your agency’s continued success. Our approach includes:
- Crafting a clear succession plan that addresses both the strategy and the people behind it
- Identifying future leadership and potential partners to carry on your legacy
- Outlining the resources and support needed to navigate a smooth, successful transition
Commitment to Win-Win Relationships
Our member agencies and carrier partners achieve strong loss ratios and profitable growth by focusing on mutual success.
We support this through:
- Deep industry expertise to identify the right opportunities at the right time
- A no-pressure approach where we never require members to place business with specific carriers
- Encouraging members to maintain and grow direct carrier relationships independently