Funnels
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to achieve your objectives this year and beyond?
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We know how difficult it can be to run an agency…
And it’s getting harder every day with the commoditization of our industry and the record number of consolidations happening through mergers & acquisitions.
You may feel like you can’t compete. Like a gravitational pull is keeping your agency from “taking off.”
When you work with us, you get access to the framework we’ve developed to help advance you toward the velocity you need to reach your greatest heights as an agency owner.
In our custom-tailored approach, we work with you to address the 5 forces that hold agencies back. You’ll be equipped with strategies in five core areas that make the most difference when it comes to staying relevant into the future: Talent, Technology, Model, Experts, and Funnels.
Over time, the value of your agency should increase, making you more competitive into the future.
Or, if you’re looking to sell, it can help you get the best offer for your life’s work.
We're continuously creating new content and gathering resources to help agencies achieve Escape Velocity through our Resource Center.
Want to Achieve Escape Velocity?
Access the Resources
Our Agency Focused Resources
Talent
- The Ultimate Guide to Buying and Selling Insurance Agencies
Which questions to ask, pitfalls to avoid, and how to successfully close the deal –– an eBook by Scott Tietz, CLU, the founder of Partners Advantage, former Area Chairman of Partners Advantage – A Gallagher Company, and veteran M&A closer. Download Now - Best 90 Minutes of Our One-Day Business Meeting
Merging and Acquiring Agencies for Growth (5 short, easy-to-consume recordings) featuring Scott Tietz and James Wong - Talent Article
How to Find and Bring On the Best Talent in the Insurance Business - Read Now
Technology
- Indexalyzer
Data you need to help guide your clients through the indexed product selection process. Ask your Partners Advantage representative about available discounts - Technology Article
Want to Keep Your Agency Running Smoothly and Drive More Sales? Here's How... Read Now
Model
- Annuity Wire and Life Wire
- Model Article
What's the right business model for your agency? And how to use it to increase longevity and profitability. Read Now
Experts
- Access to in-house Advanced Markets, Underwriting, and Suitability specialists
- Professional, compliance-reviewed content ready-to-use with clients
- Experts Article
How to use expertise to grow your agency. Read Now
Curious about how we could work together
Looking to Either Buy or Sell an Agency?
Download the complete 13-chapter book to know which questions to ask, pitfalls to avoid and how to successfully close the deal.
