Organization including insurance agencies hire independent consultants to assist them in key areas of their business.
Whether it is to help with existing initiatives or start up new ones, consultants can play a pivotal role in helping get an organization to the next level by the expertise they bring to the table.
Let us be your partner and help you achieve your goals!
Our only measure of success is that you are getting better results than what you had before you engaged us. To achieve this, we will work very hard for you!
Let us bring our expertise and experience and help you achieve your goals of growing your agency.
We know Medicare and are ready to go to work! Our areas of focus are:
These represent some of our core services. Our services are customized based on your organization’s unique needs. If you are unsure whether we can help, ask. If we are unable to do something, we will certainly let you know. At least we can help you by pointing you in the right direction!
One of the basic services we offer consists of our taking a diagnostic look at the part of your organization that needs attention.
After our initial diagnosis we create a report that highlights our observations and recommended solutions.
We collaborate with you on new ideas for your business and we will turn ideas into action for you.
Whether its a renewed focus on selling, creating content to make your agent's lives easier, or helping you source new technologies , we are here to serve you!
We specialize in agency startups!
From planning to execution, from hiring to onboarding, from training to selling we will be your partner as you set up the necessary resources and systems to make it all happen!
We have years of experience with call center based insurance agencies that focus on Medicare products and we understand the operational challenges of running am inside sales organization, including one with multiple locations.
If you need help with hiring, onboarding, training, sales enablement, technology, QM, and compliance, we can help!
We know our limitations! That's why we formed partnerships with third party organizations that can provide their expertise to key areas of your business!
This includes organizations that focus on technology, such as sales enablement tools or learning & development.
Sometimes it might just make sense to outsource part of the work!
For example, we can be your external training department or at least an ancillary training resources (e.g. for instructional design work or to help train classes when you need additional training resources).
Proudly providing help to insurance agencies and individual agents since 2006.
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