The revenue playbook to drive organic growth for your agency
“We’re more than ready to grow, but how do we maximize our revenue growth potential?”
If you’re an established agency asking this question, you’re in the right place. We have the proven revenue framework you need to make your vision for agency growth a reality.
Transform your core revenue workflows
We’ll help you optimize and modernize your agency’s five critical revenue operations – what we call “Insurance RevOps” – processes, so you can fully align your marketing, sales, and service teams to maximize your growth potential.
What is Insurance RevOps?
Insurance RevOps is our proprietary, end-to-end process for driving organic revenue growth, from the moment when a prospect realizes they require your services, to when you close their deal, through their entire lifecycle as a client, including renewal.
Through the adoption of Insurance RevOps at your agency, you’ll maximize your revenue potential and achieve full-funnel accountability through the alignment of your agency workflows, people, and technology.
From generating leads and prospecting, through to quoting and proposals, learn how to close high quality sales faster.
Reimagine your new customer onboarding with automation of client communication and in-house staff tasks.
Reduce client churn and keep your agency healthy with automation-powered renewal processes and client segmentation.
Increase organic growth with impeccable service, smart upselling, cross-selling, referral, and social review strategies.
Convert lost sales and churned customers with proven strategies, automated approaches, and clear communication.
“Premier Strategy Box has helped us become the agency we need to be. Mick and his team have been there and helped us on so many levels – teaching my leadership team, helping us organize a true sales team, helping with our financials, and more. He’ll also stand there alongside you as your partner and your head coach if and when you need to make the sometimes challenging decisions that come with a true commitment to growth.”
Jason M. Trent
CEO, Guidelight Insurance
How the RevOps program works
Your RevOps program will be structured in 60-day sprint engagements, each of which will be deeply customized to your insurance agency’s unique goals, challenges, and process requirements. Here is one of the common RevOps program roadmaps we see with our most profitable agency clients.
In the first phase, we roll up our sleeves together and vet your current processes, prioritize the building of your most essential process(es) – this usually begins with the renewal process – and we align and train your teams (Right People, Right Seats!). Also, depending on your Management System and CRM capabilities, we will build the automation of your processes.
In the second phase, we put a laser-focus on your agency’s most profitable revenue touchpoints with your clients.
We’ll teach you how to upsell, cross-sell, as well as how to ask for agency revenue gold – client referrals.
During this phase we introduce our Group Masterclass sessions for your team.
The third phase is all about your agency's KPIs.
We work with you and your team on what you need to track, how to capture that data, and how to evaluate your reporting so you can take swift and corrective actions, as needed.
This Phase includes custom Dashboards to view and measure KPI performance.
Schedule your Insurance RevOps Consultation below
“If you’re a results-driven organization, you need to call Mick and his team at Premier Strategy Box. Most consulting companies do not produce results; those other guys will come in with whitepapers and some processes that are tied to nothing. Premier Strategy Box, on the other hand, will actually help you grow your agency, put scalable processes in place, and they’re simply the best at what they do. They’re only not the right fit for you if you don’t want to grow and aren’t committed to making meaningful changes in how you run your business.”