WhAT WE OFFER OUR AGENTS
Market Access
Agents have access to 65+ P&C, Life & Health, Commercial, (& more) carriers…and 50+ different insurance products.
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 local market toolbox, and more.
Work From Home
After agents successfully complete their training, we provide the agent everything needed to work from home.
Agent Success
Our agent success team is led by highly successful former agents and are there to ensure your success.
Pathway to Agency Ownership
Develop the skills needed to own your own agency! If your goal is to someday have your own independent agency, we can help you achieve that goal. Contact us to learn about the details.
Sales & Retention Tools
Agents are enabled by technology tools to focus more time on selling and retaining customers.
Insurish Carriers
- AAA
- Ahoy
- American Modern
- Citizens
- Collectibles Insurance
- Foremost
- Jewelers Mutual
- Kelly Klee
- Lemonade
- Openly
- Progressive
- Reinsure Pro
- RLI
- Safeco
- Steadily
- Vacant Express
- Accident Fund
- AmTrust Financial
- at bay
- attune
- Berkley
- Berkley Net
- Blink
- biBerk
- Bristol West
- btis
- CNA
- Cover Whale
- Chubb
- Compwest
- coterie
- Cowbell
- Employers
- Great American
- Hiscox
- Liberty Mutual
- Markel
- Next
- Pathpoint
- Pie Insurance
- RLI
- skywatch
- Thimble
- Travelers
- AAA Life
- ETHOS
- Ladder
- LifeRaft
- AON Edge (Flood)
- IDIQ (Identity Theft)
- Neptune (Flood)
- Tend (Home Warranty)
- RainWalk (Pet)
- Lemonade (Pet)
Products We Offer
Vehicles:
- All-Terrain Vehicle
- Auto
- Boat
- Classic Car
- Golf Cart
- Motorcycle
- Recreational Vehicle
- Snowmobile
Property:
- Collectibles
- Condominium
- Flood
- Homeowner
- Home Warranty
- Jewelry
- Landlord
- Mobile Home
- Renter
- Vacant Home
Other P&C:
- Excess Liability
- Identity Theft
- Business Owners (BOP)
- Auto
- Excess Liability
- Cyber
- Drone
- General Liability
- Professional Liability (E&O)
- Parental Leave
- Workers Compensation
Life:
- Term
- Whole
- Universal
- Final Expense
Health:
- Dental
- Vision
- Accident Supplement
- Critical Care Supplement
- Hospital Stay Supplement
- Pet Health
Car Care:
- Appearance Protection
- Anti-Theft
- Dentless Repair
- GAP
- Keys/Fobs
- Life & Disability
- Tire & Wheel
- Vehicle Service Contracts
Bundles:
- Auto + Property
- Flexi-Bundles
Safety & Security:
- Floodlights
- Security Cameras
- Home Monitoring
- Video Doorbells
- Lock Bolts
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!