Brief introduction to Q4intelligence
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Transcript of Brief introduction to Q4intelligence
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Too many agencies have left the carriers in control of their business
– remaining dependent on an insurance product and the carrier’s
commission schedule
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We help agencies SEIZE Control
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Q4intelligence is a consultative networking organization for independent insurance and benefit agencies. We advise, train, and coach agencies on how to take control of their business.
Our solution-based selling system is the foundation for changing the agency model and taking control of what is sold, how it’s sold, and how much an agency gets paid
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We have one goal for each of our member agencies
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Be a Feared Competitor
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Bran
d Co
mpa
ss
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If you’re working harder than ever, but getting worse
results . . . You need a new STRATEGY
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Action without Strategy merely
distracts you from dealing with the real
issues
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Success is no accident
Nor is it guaranteed
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You have to PLAN for your future success
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Our Process is built around your
customized Plan of Transformation
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TRANSFORMATION PLAN
Agencies share many similarities in structure, operations, and cultural issues. However, even with those similarities, each agency still has its own individual set of needs.
That’s why you will have your own, customized Transformation Plan.
As with any good plan, it takes the basic elements into consideration: • Where are you now? Start with a realistic understanding of what your agency looks like
today.• Where do you want to be? Visualize a clear picture of what you want your agency to be.• How will you get there? Outline strategies and tactics to create the path taking you from
your agency of today to your envisioned agency of tomorrow.
Specific areas of focus for transformation effort include:• Strategic planning• Sales process / client experience• Culture and behaviors• Marketing and branding (including local and social media strategies)• Establishing the “re-selling team” (sometimes known as the service team)
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Build
ing
your
PLA
N
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Want to know more? (click below)
Q4intel.com Blog |Crushing Mediocrity