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Property & Casualty

Property and casualty (P&C) agencies are often searching for new reasons to reach out to their existing clients. And they know that some of their customers have unfulfilled risk protection needs.

So why aren’t they offering to fill these needs? Well, without in-house experts on life and disability insurance — or retirement and succession planning — they may not feel comfortable making the offering without the necessary support.

That's where you come in. You can help P&C agencies deliver the additional products and services that will strengthen their customer relationships — and everyone’s bottom line.

  • Resources Kit (KIT4369)
    This kit provides all the tools and materials you need to build successful relationships with P&C agencies. Select "View" below to see a list of kit contents.
    View (DOC) • Order

The opportunity for you

Opportunity Presentation (BB12009)
See the benefits of a potential partnership between you and a P&C agency, and get tips for making it happen.
View (PPT)

Opportunity Guide (BB11976)
Get need-to-know information and strategies about building an effective relationship with P&C agencies.
View (PDF) • Order

Opportunity Email (LF693)
This offers a high-level look at the benefits of a P&C partnership and how we can help.
Get email (OFT)

eKit (LF828)
Share this with advisors so they can learn more about the P&C market opportunity and approach clients. It includes links to key marketing materials to get started.
Get email (OFT)

P&C Revenue Calculator

  • Fact Finder (BB12152C)
    Use this to gather information from the P&C firm that will be used in the revenue calculation.
    View (DOC)
  • View Calculator
  • Sample Revenue Opportunity Calculator Output (BB10522)
    Use this sample to review default values for input and output pages of calculator.
    View (PDF)

When you're ready to approach P&C firms, don't forget to put your business plan in place. If you're interested in developing a plan, please contact:

Annette T. Young, Assistant Consulting Director  Business and Advanced Solutions
young.annette.t@principal.com
515-247-6778

The opportunity for the P&C firm

Agency Approach Email (LF694)
Use this email to help demonstrate how offering additional risk protection solutions can benefit P&C agencies.
Get email (OFT)

Agency Approach Brochure (BB11975C)
Use this customizable brochure to approach P&C firms and show them how partnering with you could provide more opportunities for their clients and business.
View (PDF) • Order

Tools for commercial and personal lines

To discuss your research and approach strategies in the P&C market, please contact:

Annette T. Young, Assistant Consulting Director —  Business and Advanced Solutions
young.annette.t@principal.com
515-247-6778

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