Create more profit for your firm so you can thrive in a crowded marketplace.
Running an agency or marketing organization is hard enough without worrying about cash flow. And we believe there are three key components to keeping your business running like a well-oiled machine while growing in profitability.
You need a marketing organization whose wholesalers, whether internal or external, understand how to adapt the value they deliver and can leverage the internal or external support of over 40 carriers.
You need a partner who can point you to the most competitive products and help you position them appropriately to make cross-selling profitable for your agency.
Establishing a professional, written process for how your marketers/salespeople handle leads helps your agency grow consistently and predictably.
Every year you need a full pipeline of leads to keep your business growing. Sometimes you need to leverage proven, external recruiting platforms to help.
We believe you, your marketers and your distributors should receive consistent product communications to keep them posted on compliance changes, rate modifications and new product introductions.