INSURANCE BROKERAGES & AGENCIES

We help the most innovative and forward-thinking brokerages drive new and impactful strategies that simply change the game.

This includes agency leaders in growth and operations (partners, principals, practice leaders), innovation and tech teams, producers/sales and customer service/support.

 

Service Examples

Strategies for the new digital distribution and operations landscape

Brokerage sales and operations strategy and support. Sales and service revenue generating training and programs

Defining new or redefining current go-to-market strategies that scale

New stack technology solutions and models

Access and resources from an exclusive network of experts

Project Examples

Designed and operated the largest national remote brokerage to sell and service clients virtually. Inclusive of prospecting practices, sales operations tools, playbooks, solution demos, and virtual sales + renewal strategies that add growth, streamline ops while upholding good retention rates. 

Established successful brokerage channel programs and technology partnerships both at technology companies and brokerage houses directly.

Supported one of the largest and most unique brokerage book of business transitions in the industry. 

Created a proprietary model of the new digital brokerage of the future.

Defined and executed a new go-to-market sales and operations strategy in the SMB segment for one of largest and most innovative brokerages in the country.

Consulting with a new, growing brokerage looking to improve on sales and services in the new landscape.

Led sales training, productivity, sales and operations of revenue-based brokerage services at one of the largest and fastest growing brokerages in the country.

Trained the top 30 producers from one of the nation's largest national employee benefits brokerage

CONTACT US

San Francisco, CA

Contact us and find out how our services can benefit your company.

 

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