It's time to get your agency focused on being a RevOps Organization. Hover over our six Programs below to see how we help turn your agency around and focused on REVENUE!!!

Sales Management

Sales Management

  • Sales Process Coaching
  • Sales Plan Development
  • Producer Accountability
  • Pipeline Development/Creation
  • Producer Scorecard Creation
  • Producer Reporting & Data Analytics
  • Prospecting Automation
  • Monthly Reporting
  • DISC Assessments

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Operations Management

Operations Management

  • Procedure Manual Development/Update
  • All Agency Process Developments and Automation of those processes
  • Scorecard and Auditing Development
  • Internal Workflow Development/Update
  • New Hire Onboarding & Job Descriptions
  • Employee Reviews
  • New Hire Onboarding
  • AMS and CRM Training

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Automation

Automation

  • AMS to CRM Integrations
  • CRM Automations
  • CRM Customizations
  • AMS and CRM Set-Ups
  • Managed Customized Integrations
  • Insuretech Recommendations & Evaluations
  • Prospecting, New Customer On-boarding, Renewal, Cross-Sell, etc.
  • Custom Automation Projects

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Premier Service

Premier Service

Premier Service is the complete package to help you succeed in all areas.  With our Premier Level Service, you receive everything in Sales Management, Operations Management, and Automation, as well as:

  • KPI Development and Tracking
  • Lead Generation for Commercial Lines Producers and Personal Lines Campaigns
  • Agency Principal Mentoring
  • Customized Agency Trainings
  • AMS Commission Reconciliation Set-up
  • Quarterly P&L Evaluations

 

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People Development Programs

Development Programs

  • Masterclasses
  • Leadership Development Program
  • Account Manager/CSR Development
  • Producer Development
  • Diversity & Inclusion Program

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Sales Process

Sales Process Coaching & Training

Video based training, 6 stages of sales process (trademarked)

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Why Are We Different?

We have a TEAM with extensive and diverse backgrounds

Everything we do is custom to the individual Agency and their team

Our team is hands on- We don’t just “show”, we “do”

We get results!!!

What to Expect?

Consistency

Accountability

Increased Focus

Gained Efficiencies

Elimination of Excuses

RESULTS!!!!

We Are Agency Partners Who Provide: Experience Leadership Expertise and Hands On Support!