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Solutions Designed With You In Mind

XLurate® | Agency Solutions

Our XLurate ® solutions are are designed to accelerate the timeline and improve results that you achieve to grow revenue and elevate operational excellence to a profit making competitive advantage. 

All of our XLurate solutions are designed for insurance agents/agencies.  They can be further customized to your specific needs, wants and goals.  

Free Assessment

Not sure what you need?  Receive a free assessment and personalized report.

XLurate® | Solutions

XLurate Solutions are focused on either accelerating organic revenue growth or elevating operational excellence into a profit making competitive advantage.  Our major solutions are listed below.  For customized solutions, call us at (877) 772-4677 or email using the link in the page header.

XLurate | Revenue

Generate more revenue by  attracting, converting and retaining high-value clients that promote your agency for you.  Increase revenue per client, retention, referrals and new business. This holistic program includes:

– XLurate®|Sales

– XLurate®| Marketing

– XLurate®| Service that Sells

Including expert training, coaching and resources to accelerate your successes.

Monthly Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Sales

Increase Producers’ sales by further improving sales skills, understanding generational buying habits, and receiving personalized coaching with plans and accountability. Take your sales results to the next level for Individual Producers or Agency Sales Teams. This holistic program includes live training, coaching and resources.

Monthly Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Marketing

Fill your pipeline to attract, convert and retain clients using the latest consumer behavior research and proven online marketing techniques.  Improve your marketing results by consistently using these proven secrets. This holistic program includes live training, coaching and resources.  Optional agency specific marketing campaigns and content.

Monthly Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Service That Sells

Super charge your powerful service team to increase revenue.  Combine the best in client experience, trusted adviser positioning, and sales and marketing tools for the service staff to increase retention, revenue per client and referrals.  This holistic program includes live training, coaching and resources.

Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Operations

Elevate your Operational Excellence into a profit making competitive advantage with proven strategies and continual improvement. Increase the ROI on your People, Processes and Technology.  This holistic program includes: 

– XLurate® | Best Practices

– XLurate® | Technology (including Mgt System)

–  XLurate® | Accounting

Including expert training, coaching and resources to accelerate your successes.

Monthly Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Best Practices

Increase your Competitive Advantage by improving the effectiveness of your associates and technology using Best Practices Business Processes … and Beyond.   It’s not sexy, but it’s true!  Creating a repeatable client experience, advice, process and quality is the backbone of your agency’s success. This holistic program includes live training, coaching and resources.

Monthly Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Management System & Tech

Increase your Return on Investment of your agency management system and other agency technology.  Receive a Scorecard to asses your current state, refresh your setup to meet your current needs and improve staff utilization.  Includes live training, coaching and resources. Optional system specific Best Practices Business Processes documentation.

Monthly Subscription (Group) or
Personalized Project
(Your Agency)

XLurate | Accounting Soup-2-Nuts

Better data enables better decisions.  Whether you need to cleanup an accounting mess from prior staff, have a new bookkeeper or jsut want to make sure everything is done right … this class is for you!  This holistic program includes live training, coaching and resources.  Optional Best Practices Bookkeeping Processes documentation.

Subscription (Group) or
Personalized Project
(Your Agency)

Build Your Own Program

Personalized Programs to Accelerate your Revenue and/or Operations.  Let us customize a program to meet your needs.  From the front office to the executive suite, we can help you excellerate your successes.  We provide Agency Scorecards to determine your strengths and areas of oportunity to improve.  We have a variety disciplins, programs and learning topics that we can combine with our professional coarch and proven tools to accelerate your successes.

Call us for a free consultation to understand your goals, desires and needs and how we might be able to help you accelerate your successes.

Consulting & Coaching Disciplines – 6
Agency Scorecards – 12 
Programs Areas – 27+
Learning Topics – 468+

Customized Subscription  or
Customized Project 

Agency Scorecards - Where are we?

Determine where you are … strengths and opportunities for improvement.  Our Agency Scorecards can assess:

  • Agency state compared to industry benchmarks
  • Agency state compared to agency goals
  • Staff skills in each of the disciplines

1. Select the discipline to assess

2. Select agency or staff assessment

3. Complete the Scorecard.  

4. Receive a personalized report with recommendations.

Disciplines – 6
Agency Scorecards – 12 

 

$99 – $495  

Ready to get started?

Call us at (877) 772-4677 or click Contact Us.  We’d love to hear what’s on your mind.  And, we’ll give you a free, no obligation consultation.