PIA National Communications to PIA Affiliates and Leadership FY 2013 PIA Connection print magazine --PIA members (A1, A3, retired) --Partnership (CCEO) company reps --Designated affiliate staffer (btwn. 10-30 copies per affiliate in bulk) --PIA Branding Program sponsors --PIA National Associate Members --Advertising prospects --Members of NAIC, NCOIL, NCSL --Additional subscribers (minimal) PIA Connection email version --PIA leadership (national directors, affiliate executives, affiliate staff) --A1 members who have specifically requested this. Monthly w/ combined issues in July/August & November/December. This is an email with a link to a PDF of PIA Connection. Monthly w/ combined issues in July/August & November/December. Page 1 of 5
PIA National Newsline email newsletter PIA Affiliate & Leadership Update email newsletter Award nomination solicitations emails Grassroots alert emails Federal Legislative Summit email solicitation to attend --Leadership version: national directors, affiliate executives, affiliate staff, past national presidents --General version: A1, RM, RG & A3 members of affiliates who have specifically requested this service; PIA members in disaffiliated states; PIA National Associate Members, NAIC/NCOIL/NCSL members; Partnership (CCEO) company reps, key staff and CEOs; PIA Branding Program sponsor reps, key staff and CEOs; select trade association key staff and CEOs; key staff and CEOs of a limited number of other carriers, others on a limited basis. National directors, affiliate presidents, affiliate presidents-elect, affiliate executives, affiliate staff, past national presidents Sometimes these are state/regional specific and only the members within the respective area will receive the email. Leadership/General versions are generally the same, although Leadership version sometimes contains in-house information pertinent only to affiliates, not members. Leadership version is usually sent on Monday evenings. General version is usually sent Tuesday morning. Sent periodically. Contains reports from PIA National committees 2-3 email solicitations each spring & fall. Very occasional only as needed. When possible, affiliate executives, communications staff, and government affairs staff receive advance Sent some years. Affiliate executives receive advance Page 2 of 5
District Lobbying Day (DLD) Typically, 2-4 emails are sent in July/Aug email solicitation to participate encouraging participation in the DLD. PIAPAC email newsletter PIAPAC contributors. The recipient list is updated annually, based on their contribution each year. Affiliate executives, communications staff and government affairs staff receive advance Semi-annual. As needed, a special edition version may be sent out. PIAPAC direct mail PIA members Affiliate executives receive advance PIAPAC telephone solicitations Select PIA members Affiliate executives receive advance Updates from the PIA Partnership Affiliate executives, affiliate membership staff, affiliate communications staff, national directors Sent as needed to announce new Partnership offerings for PIA members. Surveys (generally via email) Varies depending upon need, but may include PIA Occasional surveys are sent to select Membership Kit Bank of America direct mail solicitations Direct marketing for PIA National/Services programs Announcement of new products and services and major updates to existing programs. members, affiliate staff, others as needed All new members when they are first reported to PIA National. PIA members, affiliate executives and some affiliate staff. PIA members Affiliate executives, affiliate membership staff, affiliate communications staff, national directors and PIA Services Board of Directors. groups as needed. Includes a welcome letter, guide to member benefits and various flyers about member benefits. Bank of America has discontinued these mailings for the time being. Except as otherwise stated herein, these are only sent with PIA affiliate permission. Sent as needed. Page 3 of 5
Product and service support materials and minor changes to existing P&S. Affiliate executives, affiliate membership staff and affiliate communications staff. This includes printed materials such as flyers (or offers to send flyers) and other detail-oriented communications involving marketing of National P&S. Sent as Products and Services Update email newsletter Board meeting sign-up materials National directors, affiliate presidents, affiliate presidents-elect, affiliate executives, affiliate staff, past national presidents Executive committee, national directors, affiliate executives, non-board committee members, PIAPAC board of directors, Presidents Advisory Board members, YIP Advisory Group members, PIA Services board of directors, PIA Trust trustees and manager, PIAPRO board of directors and others working with PIAPRO (e.g. ALPS), Partnership company reps, PIA Insurance Foundation board of directors, PIA National past presidents, new (incoming) national directors, PIA National staff, parliamentarian, others as needed. Reports from PIA National EVP National directors, affiliate presidents, affiliate presidents-elect, affiliate executives, others as needed. needed. Sent periodically. Sent in advance of board meetings. Sent as needed. Page 4 of 5
PIA National website: www.pianet.com Resources and information noted elsewhere in this table are sometimes included in the leadership web pages. These password-protected pages are accessible to national directors, affiliate presidents, affiliate presidents-elect, affiliate executives, affiliate staff, and past PIA logo items email solicitation Committee-related communications Affiliate executives & affiliate membership staff. national presidents. In late winter affiliates are asked to place an order for the upcoming year for logo decals, pins, etc. Committee-related work is reported in the various communications vehicles described here. Additional special communications Varies but may include national directors, affiliate executives, other affiliate staff, PIA Services Board of Directors, PIA members, others as needed. Committees also correspond directly with committee members and others as needed in the course of their work. As needed depending upon issue at hand Page 5 of 5