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Grow Your Benefits Business

Attract more prospects | Close more deals | Run more efficiently

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It’s time to remove the obstacles.

You are driven to make a difference: for your clients, team, and everyone else who depends on you. However, your path forward is uncertain. Your commitment has never been greater, but neither has your anxiety about what it takes to reach your potential.

Does your agency need to change?

We can help you evaluate the effectiveness of what you are currently doing in four important key areas: marketing, sales, service, and leadership.

Do you have a plan for how to grow?

No one path works for everyone. But everyone needs to find their one path forward. Let’s travel the path together and figure out what that looks like for you.

Are you ready for MORE confidence?

Let us show you growth strategies for your insurance agency, how to put more opportunities in your pipeline, close more deals, and run a more efficient agency around the resulting clients.

Unlock all four pillars of agency growth

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Marketing

Capture a prospect’s attention. Marketing is the difference-maker for growth. It is the first conversation you have with future clients. In today’s online world, if your message doesn’t resonate, you may as well not exist. Insurance agency marketing services can:

  • Create awareness
  • Help readers engage with meaningful content
  • Give people a compelling reason to talk with you

Sales

Blow through sales goals. Nothing provides more confidence than a dynamic pipeline consistently producing new clients. Writing new business takes a disciplined effort, but the ROI makes everything worthwhile. With sales services you can: 

  • Generate referrals
  • Improve conversion and close ratios
  • Take control of your growth 

Service

Create client promoters. Nobody has more credibility when speaking about you than your clients do. Give them an experience to talk about. Give your prospects and clients permission to expect more from their advisor relationship. With a defined client experience you can:

  • Document their needs
  • Establish a plan of improvement
  • Deliver results clients never knew possible

Leadership

Unlock your team’s potential. Agency leaders face unique challenges. Not only do you have to find time to lead, you likely still have to sell new business. There isn’t enough leadership time. You must be more intentional with the time you do have so that you can:

  • Establish your future Vision
  • Build a plan to make it a reality
  • Empower your team to help carry the load

How we’ve helped others grow

  • Billy Bridwell

    Vice President | Keystone Insurers Group
    “I have to give a big ‘Thanks’ to Kevin, Wendy and the Q4 team!! Their leadership in the benefits industry is helping shape the future of our professional development and our clients’ experience. Thanks Kevin for all those coaching sessions and always asking the question beyond the question. Joining the Q4 family is one of the best decisions I have made both personally and professionally. I’m enjoying the journey!!”

  • Steve Heger

    President | Raffa Financial Service
    “Our Agency’s primary goal is to step up to the next level and compete against the big national brokers and consultants. The team at Q4intelligence has been instrumental in helping us analyze our current book of business, our current service model, messaging, marketing and sales process so that we could determine exactly where our firm is today. This process has been invaluable for us and, with the help and guidance of everyone at Q4i, we have formulated a cohesive and exciting plan for where we will be tomorrow.”

  • Lindsay Clarke Youngwerth

    Benefits Consultant | The Shandro Group
    "I don't remember the last time I was so confident in the future of my business! I made this investment in myself so I could feel this way again. Thank you!"

Growth Platform

The Q4i Growth Platform unlocks the mystery of healthy and predictable insurance agency growth. With the Platform as our guide, we help with strategies that ensure each operational area of the agency is given proper consideration, performs to its potential, and works cohesively with other parts of your agency. The result? A self-sustaining growth machine capable of taking you wherever you want to go.

  • Marketing
  • Leadership​
  • Sales
  • Service
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Want to learn more? Great!

Let’s chat

So, you want to work with Q4i? Let’s chat first to learn more about each other.

Assess and review

After exploring our potential alignment, we’ll assess your agency to identify specific needs.

Make a plan

We’ll prioritize your needs and create a roadmap that will lead to a new level of success.

The path to success

Using the roadmap as a guide, we’ll help you take control of your business. When both sides commit, magic happens.
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