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Accelerate Your SuccessesTM

Get Your
Unfair Advantage!

We Make It Easy For You

Let’s customize a program to Accelerate Your Successes!

As an agent, you want to do well by helping protect others. But competing in today’s rapidly changing business environment is challenging, to say the least.   

Get your unfair advantage with solutions that integrate strategies proven successful by high performing agents and brokers, Fortune 500 corporations, the latest research and 25+ years of real-world experience!

Attract high quality leads and nuture them into ‘Raving Fan’ clients that buy more, stay longer and refer others to you.

Make Operational Excellence your secret weapon optimizing Client Experience, Best Practice SOPs, Team & Technology.

target icon  M&A / Perpetuation Success

Maximize your Return on Investment for Purchasers, Sellers and those passing the agency to the next generation.

Accelerate your successes by raising your performance to the level required to achieve your individual & agency goals.

How We Help YOU

accelerate your success

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 or performance improvement, with PeopleInsure you receive all 4 Pillars of Performance Improvement to accelerate your success.

What to Do

Results Driven Strategies

You will receive an assessment of where you are and determine what you will need to do to achieve your goals, including:

  • Scorecards assess where you are and the gap to where you want to be
  • Proven Strategies used by high performing people & organizations
  • Cutting-edge Research catapults you to the head of the pack

Do It Faster

Ultimate Templates & Tools

You will stop wasting time reinventing the wheel with tools and resources that you can use as-is or customize for your specific needs:

  • Power Plays (Playbook), specific action plans
  • Templates
  • Tools
  • Resources

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
  • Plan that outlines what you'll need and actions to take

Do It Better

Game Changing Guidance

You receive game changing guidance to go in the right direction, keep your on track, improve your performance and accelerate your results:

  • Consulting and/or Coaching
  • Review and Feedback
  • Measuring results
  • Accountability

Solutions: You Choose

which solution is right for your goals? 

XLurate™ Solutions

accelerate your successesSM

XLurate

XLurate programs are designed to accelerate your successes.  Select one of our exclusive group programs, or we will customize a  consulting, training or coaching to designed to achieve your goals.

Click the area you want to work on to learn more:

 

To Grow Revenue Organically

XLurate™ | Revenue: Your Revenue Accelerator delivers to you proven methods used by the most successful individuals, agents and companies to attract high quality leads and covert them to ‘Raving Fan’ clients who buy more, stay longer and refer you to others.

Organic Revenue Growth is the lifeblood of any agency.  Get proven strategies, Power PlaysSM, tools & resources, and coaching to dramatically increase your:

  • Retention
  • Revenue per Client
  • Referral
  • New Business

The series supports each stage and role in your sales and marketing success journey.   XLurate | Revenue enables you to raise the performance of producers, CSAs, marketers and sales managers to the level required for the agency to achieve its growth goals.   Whether you are a novice or experienced professional, you’ll  build prowess in the essentials, while growing to ever greater levels of mastery.

And unlike other programs, XLurate | Revenue integrates high-impact sales and omni-channel marketing to enable transformative sales results.  And, XLurate | Revenue supports you with all 4 Pillars of Performance Improvement to accelerate your successes™.

Let’s talk about what’s on your mind!  Schedule your Free, no obligation consultation now.

To Make Operations Your Secret Weapon

XLurate™ | Operations: The Operational Excellence Advantage optimizes your people, processes and technology to enable growth and create repeatable success, while driving bottom line profit.

Your Guides are experts in agency opertations to deliver:

  • Agency Value: Growing the Bottom Line – build agency value by growing EBITA, focusing all areas of the agency to achieve your goals, while maintaining a healthy financial position and capital requirements.
  • Sales Enablement: Enabling Success – leverage the power of technology, skills, tools, processes and admin to enable producers and CSAs to deliver greater sales results
  • Client Service: Creating Raving Fans – harness the power of delighting clients with exceptional client experiences to fulfill the promises made by sales and build ‘Raving Fan’ clients
  • Best Practices Business Processes: Enabling Repeatable Success – improve efficiency and effectiveness, while enabling the foundation of repeatable success required for growth and profit.
  • Technology: Powering Efficiency & Effectiveness – optimize technology utilization to perform tasks more efficently and effectively, so staff can focus on the customer.  (Includes: agency management systems, CRMs, sales enablement,  etc.)
  • Finance, Accounting & Reporting: Facilitating Better Decision Making – maintain timely and accurate accounting, production, policy, claims and KPI data, to gain detailed visability into your agency’s performance and enhance decision making with business intelligence & data analytics.
  • Administration: Empowering Operations –  harness administrative & support staff, including 3rd party services, to empower operational excellence and overall agency success.
  • Leadership & Management: Making Success A Reality – establish a compelling vision, select effective strategies, develop powerful plans, build high-performing individuals and teams, aquire resources and manage it all to achieve success goals.
  • Performance Improvement: Generating Success – continually stack small (and some large) improvements to create exponential results by increasing the performance of individuals and teams to the level required to achieve your goals.  Includes all aspects of the Performance Anatomy, such as the skills, actions and mentality required to perform at ever higher levels.

From our exclusive Agency Scorecards™ to our personalized training, coaching and consulting, let’s customize a program to help you achieve your goals!

Let’s talk about what’s on your mind!  Schedule your Free, no obligation consultation now.

To Maximize ROI in M&A or Perpetuation

XLurate™ | Ownership Transition services help you maximize your Return on Investment (ROI) through before, during and after an ownership transition.

XLurate | 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

XLurate | 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

Let’s talk about what’s on your mind!  Schedule your Free, no obligation consultation now.

To Elevate Performance to Achieve Goals

Performance Impact™ is a high-impact  coaching and consulting methodology to improve individual and team performance to the level required to achieve your goals.

Your expert Guide will partner with you to assess your needs and design a program to unleash your potential.

Let’s talk about what’s on your mind!  Schedule your Free, no obligation consultation now.

Leverage the PeopleInsure Difference
for Your Success

Leverage the PeopleInsure difference to accelerate your successes.   Unlike firms that have a narrow focus or the perspective of just one high performer, our expert consultants bring you a broad range of expertise across all areas of the agency.  We’ve adapted and scaled what’s worked for highly successful corporations, carriers and agencies into solutions to guide you to achieve your goals.

By the Numbers

Results We’ve Achieved

Performance Improvement Results

Marketing Campaigns

of Sales Generated

Experience

of Agents Helped

Years Insurance Industry Experience

Years Corporate & Business Experience

Consultants' Centers of Expertise

PhD

Solutions Deliver to You

Proven Methods

+ Latest Research

+ Experienced Guide

= Accelerated Success

It’s in Our DNA

Our expereince and expertise enable us to adapt and scale the methods used by the most successful people and organizations to accelerate your success.

We love agents!

Insurance is in our DNA, with over 30 years in the insurance industry.  We’ve worked in all departments of successful agencies, worked with agencies of all sizes, and with a variety nof MGAs/Brokers and Companies. 

We love business!

Plus, our consultants bring another 25+ years of experience in other industries, enabling us to leverage the best of Fortune 500, High Tech,  Education and Small Business expertise to enrich all of our insurance solutions.   

And, we continue to integrate the latest academic research into our solutions with our Harvard Business School educated PhD.

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."

Keith Savino

Principal, Broadfield Group, A PC Foy Company

“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."

Pam Hecklinski

Vice President, WalkerHughes Insurance