Services
One-On-One and Team Training
Production Goal Setting
Managing and achieving desired producer and agency business production.
Client Prospecting
Implement proven prospecting strategies to build successful pipelines leading to new business.
Referrals
Build relationships with clients and influencers for long term production success.
Agency Owners' Services
Department Structure & Management
Efficiency strategies for all agency department.
Service Desk Management
Distribution and maximization of service team's policy count and revenue size.
Key Performance Indicators
KPI's to manage all phase of agency's sales, revenue and profitability
Centers of Influence
How to build a pipeline of professional relationships to build personal production.
Relationship Selling
Building trust and rapport with prospects and clients versus "peddling" insurance.
Niche Marketing
How to become an industry expert to originate more business
Producer Recruitment
Strategies on hiring and maintaining new production talent
Contingency Bonus Planning
Proven management techniques to maximize carrier bonus payouts.
Long Term Agency Planning
Goal setting, management and strategies for long term revenue success.
Insurance Agency Consulting and Training