It's time to get your agency focused on being a RevOps Organization by focusing on Revenue Generating Processes. We facilitate growth, efficiencies, and profitability through:

Sales Management

Sales Management

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

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Operations Management

Operations Management

  • Internal Workflow Evaluations and Updates
  • Procedure Manual Development/Update
  • All Agency Process Developments and Automation of those processes
  • Account Manager/CSR  Development
  • New Hire Screening & New Hire Onboarding
  • Job Descriptions
  • Employee Handbook
  • Employee Accountability

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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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RevOps Package

RevOps Package

 With our RevOps Package, 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!