With years of experience, access to dozens of agency tools and the ability to provide hands on training and support – our team is here to provide custom solutions for you and your teams!

Consulting

Sales Management

Sales Management

  • Producer Development
  • Pipeline Development/Creation
  • Goalsetting
  • Producer Reporting & Data Analytics

Lead Generation

  • Workers Comp X Dates
  • Business Listings with Email Addresses
  • Personal Lines – Home, Renters, Auto

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Automation

Automation

  • Email Marketing
  • Prospecting, New Customer On-boarding, Renewal, Cross Sell, etc.
  • Workflow Development within Agency Management Systems and CRMs
  • Trigger Automation
  • Happy Birthday, Referral, Google Review, etc.

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Operations Management

Operations Management

  • Procedure Manual Development/Update
  • New Customer Onboarding Process
  • Learn Commercial Renewal & Post Renewal Processes
  • Internal Workflow Development/Update
  • New Hire Onboarding & Job Descriptions

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Audit

QA & Audit

  • Process and Procedures Auditing
  • Producer and Account Manager Auditing
  • Employee Scorecard Creation
  • Monthly Scorecard Results/Scoring

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Development Programs

Development Programs

  • Leadership
  • Management
  • Account Manager/CSR
  • Producer

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Premier Service

Premier Service

Premier Service is the complete package, utilizing our most valued assets and experience to help you succeed in all areas. Hands on solutions for your entire business.

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Sales Process

Sales Process Coaching & Training

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

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Customized Programs

Customized Programs

  • Custom Network/Aggregator Masterclasses
  • Custom Automation Development
  • Custom Sales Development for Carriers/Companies
  • Custom Process Development

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Premier Masterclass

Premier Masterclass

  • Bi-Weekly sessions with producers across the country
  • Role Plays & Peer Assignments
  • Producer, Account Manager Development, and Leadership Masterclasses

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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!