PMIA Partners LLC
Intake Form Portal
Commercial — bridge push to both agencies
Personal lines — single agency of your choice
Commercial Lines
Bridge — pushes to both agenciesNew Business Checklist
Full intake for new commercial accounts crossing the merger bridge
StartGeneral Liability Intake
GL-specific supplemental intake form
StartWorkers Compensation Intake
WC-specific supplemental intake form
StartCommercial submissions are logged and pushed to both Insurance America and Perkins McKenzie AgencyZoom accounts. Contact your administrator if you encounter any issues.
Personal Lines
Personal Lines Intake
General personal lines intake — auto, home, renters, umbrella, and more
StartAuto Insurance Intake
Personal auto quote intake with driver and vehicle details
StartHomeowners Insurance Intake
Homeowners quote intake with property and dwelling details
StartPersonal lines submissions are stored locally and will be pushed to the selected agency's pipeline once AZ integration is configured.