Website: professionalinsurancefoundation.com
Contact: Erik Leeming
Email: erik@knowthepolicy.com
Phone: ((480)360-0325
Professional Insurance Foundation
Elevating Insurance Careers Through Immersive Learning
Contact
Member Benefit
PIF delivers 1–2 hour live educational webinars each quarter focused on practical coverage topics. For INA members, we would be pleased to host one complimentary webinar per quarter for up to 100 attendees. We believe our Business Income session would be a strong introduction to PIF, as it helps producers and account managers understand and explain Business Income limits in a way insureds can actually grasp.
In addition to webinars, PIF offers 1- and 2-week course programs delivered as either public or private classes for agencies seeking deeper, role-based technical training.
Discounted pricing is available for INA members, and we are open to working with INA to offer meaningful course discounts aligned with member needs.
It has long been understood within the independent agency system that many agencies struggle to consistently onboard and develop employees to be fully prepared for their roles. Producers and account managers are often expected to learn complex policy concepts on the job, leading to uneven technical understanding, reduced confidence, and increased E&O exposure.
Professional Insurance Foundation (PIF) exists to address this gap by delivering practical, policy-based education that helps insurance professionals understand not just what the policy says, but how coverage, exclusions, endorsements, and risk analysis affect their daily responsibilities. Training incorporates real-world application of ISO and NCCI policy frameworks and scales from foundational instruction to more advanced policy analysis based on need.
Companies that offer this level of education and support are often better positioned in the marketplace to develop and retain talent as well as attract new member agencies. For networks like INA, PIF can be a resource to deliver structured, accessible training that strengthens technical competence, improves consistency across agencies, and elevates professionalism without requiring each organization to build or maintain its own internal training infrastructure.
This allows agencies to thrive by focusing on new business growth and increased retention.
Company Highlights:
- Carrier Download / Accord FormCarrier-agnostic, industry-first education focused on how insurance works across carriers, not how to sell a specific product. This approach builds transferable skills, stronger policy judgment, and long-term competence for agency professionals.
- A lean delivery model allows PIF to focus investment on instructional quality and practical impact rather than overhead. This enables Networks and agencies to access high-value, instructor-led education without enterprise-level cost structures.
- PIF offers structured core programs alongside custom training tailored to roles, lines of business, or identified gaps. This flexibility allows education to scale from foundational onboarding to more advanced policy analysis as needs evolve.

