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Discover how you can leverage the resources and expertise at Piedmont Brokerage to help your clients

Protect Your Clients Wealth with Piedmont Insurance Brokerage

Whit Ferguson Smiling

PIB has been partnering with financial advisors for over two decades to utilize the full capabilities of the insurance marketplace combined with a deep understanding of advisors fiduciary responsibility to their clients.

“We value an unwavering commitment to integrity, striving for excellence in all we do to create a positive, value-added impact with every interaction.”

- Whit Ferguson

Delivering for advisors and their clients

We provide differentiated solutions designed by leading risk management professionals, so clients can protect and achieve their financial goals.

Whether you’re an independent agent, affiliated with a broker dealer or an RIA, we want to first understand your approach and philosophy to managing your client’s needs. We have found over the years this is paramount in helping to provide value and alignment to your practice as a risk management partner.

The PIB Platform

We have intentionally built PIB with a three-tiered model to best serve our partners depending on their preferred level of involvement:

  • Outsourced Insurance Desk (OID)
  • Hybrid Joint Work
  • Back Office Support
three boxes describing the PIB Platform

About Us

Our Core Tenets:

  • Educational Approach – to educate clients and advisors on the total cost of risk and better understand how solutions integrate with their plan objectives and financial goals.
  • Communication – Being thoughtful in looking for ways to remove many of the hurdles and challenges associated with referring and implementing risk management solutions.
  • Research Matters – There are no shortcuts to a good risk management program. We align and work closely with the top carriers and associations in our industry. This allows us to further our knowledge and put clients in the right solutions for their specific needs.
photo of Matthew Evanson smiling

"We want to be the authoritative insurance resource for information and insight, providing best in class service and unique solutions to help clients protect what matters most to them."

- Matthew Evanson

Our Services

Concierge Case Management
Competitive Intelligence
Practice Development & Management
Case Design
Inforce Coverage Reviews
Advanced Markets Support
photo of Stephanie Clune smiling

“Our goal with case management is to reduce or eliminate friction for clients. The best tool we have is a diligent process around communication between the client, advisor and carrier during the underwriting process. We couple this with a thoughtful approach to managing expectations and anticipating requirements to minimize client and advisor fatigue.”

- Stephanie Clune

Our Products and Carriers

Life Insurance Core Carriers

Corebridge Financial Logo
Global Atlantic Logo
John Hancock Logo
Banner Life Legal & General logo
Lincoln Financial Logo
Mass Mutual Logo
Mutual of Omaha logo
Nationwide logo
North American insurance logo
Principal Insurance Logo
Protective Insurance logo
Prudential Insurance Logo
Securian Financial logo
Symetra logo
Transamerica logo

Disability Insurance

Assurity Insurance logo
Lloyd's of London logo
Mass Mutual Logo
Principal insurance logo
Standard Insurance logo

Long-term Care Planning

Mass Mutual Logo
Mutual of Omaha logo
One America logo
Nationwide logo
Securian logo

Additional Product Lines

Private Client Property & Casualty – Home, Auto, Umbrella, Collections, Recreational Vehicles
Small to Medium Sized Commercial Property & Casualty
Medicare Supplement

Ready to Get Started?

Contact a member of the Piedmont Brokerage team today.

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Licensed as Palmer L. Ferguson III or Piedmont Brokerage, LLC in the following states:
AL, AZ, CA (License # 0H23361), CT, DE, FL, GA, LA, MA, MD, ME, MS, NC, NJ, NY, PA, PR, SC, TN, VA, VT, WA, WI, WV
Piedmont Brokerage  |  1050 Crown Pointe Pkwy Ste 1800, Atlanta, GA 30338  |  (770) 551-3400  |