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XLurate | Agency Accelerator

XLurate® | Agency Accelerator

 XLurate ® solutions are are designed to accelerate the speed and improve the quality of results that you achieve.

 

  • Accelerate Revenue Growth
  • Elevate Operational Excellence to an “Unfair” Competitive Advantage
  • Accelerate M&A & Perpetuation Success
  • Elevate Personal Performance

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

– XLurate| Sales Management

– XLurate| Client Experience

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

Monthly Subscription for Group Training/Coaching or
Customized Training/Coaching Solutions for Your Agency 

XLurate | Sales

Increase Producers’ sales by further improving sales skills, understanding generational buying habits, using best-of-breed sales techniques 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 for Group Training/Coaching or
Customized Training/Coaching Solutions for 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 for Group Training/Coaching or
Customized Training/Coaching Solutions for 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.

Monthly Subscription for Group Training/Coaching or
Customized Training/Coaching Solutions for 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 accelerate your successes.  We provide Agency Scorecards to determine your strengths and areas of opportunity to improve.  We have a variety disciplines, programs and learning topics that we can combine with our professional coach 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 for Your Agency

XLurate | Operations

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

– XLurate | Client Experience

– XLurate | Best Practices and Beyond

– XLurate | Technology (including AMSs, CRMs, Raters, Sales Management, etc.)

–  XLurate | Accounting

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

Monthly Subscription for Group Training/Coaching or
Customized Training/Coaching Solutions for Your Agency 

XLurate | Best Practices and Beyond

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 for Group Training/Coaching or
Customized Training/Coaching Solutions for 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 for Group Training/Coaching or
Customized Training/Coaching Solutions for 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 just 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.

Monthly Subscription for Group Training/Coaching or
Customized Training/Coaching Solutions for Your Agency 

XLurate | M&A and Perpetuation

Determine your future path.          Accelerate your success.

  • Purchasers
    • Onboarding and professional development
    • Best Practices and new procedures
    • Technology optimization and conversions
    • Pre & Post sale discovery assistance
  • Sellers
    • Building agency value
    • Pre & Post sale discovery assistance
    • Earning your full buy-out
  • Internal Perpetuation Plans
    • Building agency value
    • Determining options
    • Executing your plan successfully

Customized for Your Agency

Agency Scorecards

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.

Solutions