WhAT WE OFFER OUR AGENTS

Market Access

Best-in-class technology

Agents are provided top CRM, sales, retention and comparative rating tools.

Top Commissions + Bonus

We provide a pathway to true financial freedom through industry-leading new and renewal commission rates +  pro-rated Insurish agency bonuses.

Marketing

Development of all physical and digital marketing collaterals (business cards, flyers, etc.), digital marketing, agent webpage, local market toolbox, and more.

Work From Home

Agents have the freedom to work from home or in a hybrid setup that fits their lifestyle.

Agent Success

Our agent success team is led by highly successful former agents and are there to ensure your success.

Sales & Retention Tools

Agents are enabled by technology tools to focus more time on selling and retaining customers.

  • AAA Insurance
  • Ahoy
  • American Modern
  • Bristol West
  • Chubb
  • Cincinnati Insurance
  • Citizens Insurance
  • Cure Auto Insurance
  • Foremost
  • Great Lakes Mutual Insurance
  • Hagerty Insurance
  • Liberty Mutual
  • Lemonade
  • Michigan Basic Insurance
  • Progressive
  • Reinsure Pro Insurance
  • Steadily
  • Universal P&C Insurance
  • Vacant Express
  • AmTrust Financial
  • biBerk
  • Cannasure
  • Chubb
  • Church Mutual
  • Cincinnati Insurance
  • Conifer Services
  • Hartford Insurance
  • Hiscox
  • Integrated Specialty Coverages (ISC)
  • Jen Cap
  • AAA Life
  • Cincinnati Insurance
  • AON Edge (Flood)
  • Neptune (Flood)
  • Lemonade (Pet)

Products We Offer

Vehicles:

  • All-Terrain Vehicle
  • Auto
  • Boat
  • Classic Car
  • Golf Cart
  • Motorcycle
  • Recreational Vehicle
  • Snowmobile

Property:

  • Collectibles
  • Condominium
  • Flood
  • Homeowner
  • Disaster
  • Jewelry
  • Landlord
  • Mobile Home
  • Renter
  • Vacant Home
  • Equipment Breakdown

Other P&C:

  • Excess Liability
  • Identity Theft
  • Business Owners Policy (BOP)
  • Business Auto
  • Business Excess Liability
  • Cyber
  • Drone
  • General Liability
  • Professional Liability (E&O)
  • Business Property
  • Workers Compensation

Life:

  • Term
  • Whole
  • Universal
  • Final Expense

Bundles:

  • Auto + Property
  • Flexi-Bundles

Sales, Retention & CRM Tools

Pipeline Management
Keeps track of where your sales are coming from

Lead Tracking
Track and measure ROI on all your referral and lead channels

Automated X-date reminders
Never miss a sales opportunity

Detailed Sales Tracking
Manage opportunities through each stage of the sales process

Prospect Import
Import lead lists from any source

Cross-Sell Mining
Automatically mines your quote data and book of business to uncover new and timely sales opportunities . You’ll automatically generate the information you need to recapture, cross-sell and win business before the X-date.

At-Risk Customer ID
AI technology will determine your at-risk of not renewing customers

Re-marketing
Proactively re-market your at-risk customers by providing quotes for up to 4 sets of coverages from each of your carriers.  

Price Change Analysis
Automated tool to identify what changed the price between the renewal and current.

Detailed Sales Tracking
Manage opportunities through each stage of the sales process

No Carrier Renewal
Automated identification for policies that are approaching expiration for which no carrier renewal has been received.

Bulk Campaigns
Bulk emails, newsletters, special offers, event invitations, mass email, and promotions via email to targeted segments of your book of business.

Drip Campaigns
A set of marketing emails sent automatically on a schedule – for birthdays, renewal reminders, or multi-step, time sensitive campaigns.

Text Messaging
Automatically recorded on customer’s electronic account. Good for E&O.

eSignature

Outlook calendar Plug-in

Event-Based Automation Triggers
Birthdays, New Customer, etc.

Contact Us

We’d love to answer your questions, meet face-to-face and determine next steps!

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