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$ales Accelerator Challenge
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Organic Revenue Growth
Operations Excellence Advantage
M&A / Perpetuation Success
M&A / Perpetuation Success
Elevated Performance
Will You Achieve Your
2023 Goals?
Agency Scorecard: Rapid Results
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We Give Insurance Agents
An Unfair Advantage
Accelerate Your Successes
- Grow Revenue
- Attract High Quality Leads
- Cultivate Raving Fan Clients
- Master Operational Excellence
- Optimize Your Technology
- Increase Return on Investment
- Elevate Your Performance
Get Your Unfair Advantage!
Accelerate your success with high-impact solutions designed to help agents just like you achieve your goals. PeopleInsure provides agents with an unfair advantage with solutions that integrate strategies proven by the best Fortune 500 corporations, brokers and agencies; the latest academic research of what works today; and 25+ years of real-world experience.
Focus on what matters most today. Agency Scorecards™ identify strengths and weaknesses, enabling you to focus on what matters most right now, while setting you up for more success in the future.
Get faster and better results. Consulting, training and coaching programs are customized to enable you to achieve your goals. Unlike others, PeopleInsure provides you all 4 Pillars of Performance Improvement: Results Driven Strategies, High Impact Methods, Ultimate Templates and Tools, and Game Changing Coaching. Solutions are scaled into actionable segments enabling you to implement strategies easier and faster, while achieving even better results.
Maximize your efforts, time and money. Unlike other consultants who focus only on one area of your agency, we give you a holistic approach. You’ll get the most from your efforts, as improvements you make in one area, will typically also enhance other areas of the agency’s business.
Let’s personalize a program to Accelerate Your Successes!
Grow Organic Revenue
Organic Revenue Growth is the lifeblood of any agency. Get proven strategies that enable you to RRRuN your fastest by increasing:
- Retention
- Revenue per Client
- Referral
- New Business
See XLurate | Revenue
The Operational Excellence Advantage
Master The Operational Excellence Advantage. Optimize every area of the agency to deliver exceptional client experiences that create raving fans who refer you to others. Empower staff to efficiently and effectively achieve agency goals. Stop wasting time and money, while reducing E&O exposure.
- Agency Scorecards™
- Client Experience Management
- Best Practices Business Processes
- Technology Implementation and Optimization
- Data, Financial & Reporting Integrity
- Management and Leadership
See XLurate | Operations
M&A or Perpetuation
Maximizing Return on Investment (ROI) through ownership transition requires special expertise and experience. Regardless of the role and stage you are in, PeopleInsure helps accelerate your success. Maximizing your ROI requires winning strategies, disciplined implementation and the enablement your staff needs to succeed throughout the process.
M&A
Buyer
Customized solutions designed to maximize ROI by improving the success of the purchased book while enabling success throughout the process.
- Pre-purchase and Due Dilligence Enablement
- Onboarding and Integrating Agencies Successfully
- Staff
- Technology
- Data, Accounting and Reporting
- On-going Operations Optimization
- Staff
- Best Practices Business Processes
- Technology Conversions, Integration and Optimization
Seller
Customized solutions designed to maximize agency value pre-purchase and achieve your full post-purchase performance pay-outs.
- Building Agency Value
- Pre-purchase and Due Dilligence Enablement
- Achieving Fulll Post-Purchase Performance Pay-Outs
Perpetuation
Seller
Customized solutions designed to maximize agency value, plan perpetuation and implement a smooth and successful transition.
- Building Agency Value
- Perpetuation Planning
- Sucessful Agency Transition
Buyer
Customized solutions designed to enable your successful transition from performer to successful Principal.
- Building Agency Value
- Perpetuation Planning
- Professional and Business Skills for Principals
- Management and Leadership for a Successful Agency
Elevated Performance Impact
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Why PeopleInsure Is Different
How We Serve You
Levels of Service
Pillars of Performance Improvement
Topic Areas
Expertise
Yrs Insurance Industry
Expertise Areas
PhD
Results We’ve Achieved
of Agents Helped
Online Sales Launches
Sales Generated
Plus
Cups of Coffee consumed
4 Pillars of Performance Improvement
Unlike other programs that leave you on your own to figure out how to apply their strategies, using only 1 or 2 pillars, PeopleInsure gives you all 4 Pillars of Performance Improvement to accelerate your success.
What to Do
Results Driven Strategies
You will learn what to do to achieve real results:
- Scorecards focus on your strengths & opportunities
- Proven Strategies to accelerate your success
- Cutting-edge Research catapults you to the head of the pack
How to Do It
High Impact Methods
You will learn how to achieve these results:
- Roadmap customized for your journey
- High-Impact Methodologies that have been proven successful
- Real-world Examples that you can follow
Do It Faster
Ultimate Templates & Tools
You will stop wasting time reinventing the wheel with turn-key tools that you can use as-is or customize them for your needs:
- Power Plays (Playbook), specific action plans
- Templates
- Tools
- Resources
Do It Better
Game Changing Coaching
You receive game changing coaching to keep your on track, improve your performance and accelerate your results:
- Coaching
- Measuring results
- Accountability
- Review & Feedback
Leverage Success
It’s in Our DNA
Unlike other programs where the consultants are either inexperienced or have a narrow focus, our team of principal consultants has over 30 years of experience in the fields essential to help you accelerate your success!
Insurance is in our DNA with over 30+ years in the insurance industry, working with agencies of all sizes, MGAs/Brokers and carriers. Plus, our consultants bring another 25+ years of experience in other industries, enabling us to leverage the best of Fortune 500, High Tech and Education expertise to enrich all our insurance solutions. And, we continue to integrate the latest academic research into our solutions, via our Harvard Business School PhD.
25+ Years Experience
- Insurance (agencies of all size, MGAs, carriers)
- Sales (Direct Sales, Sales Management & Coaching)
- Marketing (Omni-channel, Digital)
- Management (Supervisor, Management, Executive)
Areas Serviced
| Insurance Agency Operations | Technology, incl. agency mgt systems (8) |
| Sales & Sales Management | Service, incl client experience mgt |
| Marketing | Accounting, HR, BO |
| Management | M&A, Perpetuation |
Other Unique Experience
- PhD & Harvard Business School
- Consulting, Training & Coaching
- Fortune 500
- Insure-Tech / High Tech
- Higher Education
- Sales & Marketing
- Human Performance
What Our Clients Say
"PeopleInsure is awesome! They've helped us enormously to take our business to the next level. I highly recommend them for any agency."
“PeopleInsure is the best! They helped us increase our Operational Excellence, using AMS360, best practices and customized BPBP's ... positioning us for growth. Most importantly, they helped us increase our profits."
Learn more about XLurate | Revenue