White Papers

Today's business environment is challenging.  Agencies are looking for new ways to compete and deliver value.  If you are looking for some fresh ideas on how you can capture more business, get in the door with leverage or reduce your agency's reliance on commissions and contingencies we invite you to download one or all of our complimentary white papers.  

Want more information?  Feel free to contact our office to schedule a complimentary agency assessment.  We'll walk you through our interactive assessment process to identify if your agency might benefit from our consulting and training programs.

Schedule Your Complimentary Assessment Today!

3 Myths of Selling in the 2.0 World

Executive Summary

In this white paper, you’ll get answers to these questions:

• If I build a relationship with my prospects first, will that improve my chance for a sale?
• How can I improve my initial sales pitch?
• How many cold calls should I be making on a monthly basis?

Click Here to Download this White Paper

5 Strategies to Cure the Underperforming Producer Epidemic

Acknowledging What it Takes and How to Get There

Executive Summary

In this white paper, you’ll learn:

• How marketplace complexity affects success
•  How agencies fail producers
• How producers fail themselves and their clients
• How producer segmentation can help agencies address performance
• How keeping an underperforming producer negatively affects agency brand and erodes carrier and prospective relationships

Click Here to Download this White Paper

Four Strategies for Capturing More Business

A Call to Action for Independent Insurance Agents

Executive Summary

In this white paper, you'll learn:

• How to be a more competitive agency
• Why Workers' Compensation capabilities can help you differentiate your agency
• How to increase your revenues with fee-based services
• How to increase your ROI with young producers

Click Here to Download this White Paper

 

5 Techniques for "Getting in the Door" with Leverage

Revamping Your Agency's Process for Attracting New Clients

Executive Summary

In today's bid-and-quote environment, agencies are all to anxious to present that magical number to an employer.  But there is a more effective strategy for getting in the door. In this white paper, you'll learn:

• Why your agency must have a unique value proposition
• How to align your agency's goals with your prospects' goals
• How to define the perfect client type
• Why your producer should nurture their leads

Click Here to Download this White Paper

Employer Strategies

Improving Employer Businesses and Growing Agency Profits with a Fee-Based Revenue Strategy

Executive Summary

Protection from dangers and opportunities for growth await agents and agencies that are willing to move beyond the transactional approach of placing insurance policies by adding fee-based services.  Employers will pay upfront and ongoing fees to address their threats and improve their business.  In this white paper, we will discuss:

• The danger of commission overdependence
• The commoditization of agents and insurance products
• Changes in the buying process

Click Here to Download this White Paper