2014 OUTSTANDING
MEMBERSHIP DEVELOPMENT
The Young Agents Committee of the
Independent Insurance
Agents of Rhode Island
2014 OUTSTANDING
MEMBERSHIP DEVELOPMENT
For excellent achievement in recruiting and
maintaining Young Agents participation in
association activities
Find Your Target…
• Find your audience- broad cast survey
• Determine what your audience wants and
how they want to hear it
• Base your response and goals on what your
Young Agents are looking for
Survey
Circle the Target
Reach out to everyone. Those who have aged out of YA, are
converted to Charter Members, keep Agency Principals and your
State Association Board in the loop. Buy in of your State Board
members and the Agency Principals is key.
Offer communication in different ways, email, fax, mail,
newsletters, facebook, website, in person.
Brochure
Put Yourself Out There
The best way to get the word out is to have a presence.
• Young Agent Column in “The Anchor”, the IIARI Magazine
Publication
• Conduct Joint events with other Young Professional
Groups
• Host a Young Agent Booth at your state’s annual
convention
• Visit to Young Agent Licensing Classes
• Have Partners promote YA’s on Agency visits
• Young Agent presence at state local and area Industry
events whenever possible
Convention Booth
Showing Value
• Kick off with an Association event. Round Robin
with State Association Committee Chairs and
State Association President to show Young Agents
the value of the Association and how they can get
more involved
• Offer more than your standard fair, we sponsored
a flex time CPIA designation course for all Young
Agents interested.
• Fundraising and Volunteering Opportunities to
show value to members, principals and the
general public.
CPIA Graduates
Follow Through
• Follow up via phone calls, emails, and mail
• Sending updated annual surveys, and continuing
to tailor your responses as needed
• Continue to spread the word about Young Agents
• Make sure new attendees are welcomed and
included
• A separate Welcome email from State Liaison and
Committee Chair for new members
• Committee meets monthly for review and
planning
Contact
• Please don’t hesitate to contact us!
Marcia L. Berthiaume, AAI, ACSR, CPIA
Young Agent Staff Liaison
Ph: 401-732-2400
Email: mberthiaume@iiari.com
Kelly B. Townsend, AAI, AIS, AINS, CPIA
Young Agent Committee Chairperson
Ph: 401-421-2588
Email: kbt@paolinoinsurance.com