All inclusive support in one flat monthly fee
Comprehensive Support Without Sacrificing Ownership
Compliance, education, technology, carrier and business development assistance and support with zero equity requirements, allowing your agency to grow to it's fullest potential.
No hidden costs. No surprise fees. No commission splits.
Included
Closing Team
Optional Service to enhance your sales process without adding to your payroll.
What's Included:
- Policy issuance audits
- Document e-signatures
- Payment processing
- Prior policy cancellations
Included
Training & Education
Continuous learning opportunities to enhance your skills and knowledge
What's Included:
- Periodic webinars on relevant topics
- On-demand carrier training library
- Document templates and checklists
- Carrier training support
- Industry knowledge education
- State meetings and industry events
Included
Technology Platforms
Relationships with companies that supply modern tools and systems to streamline your agency operations.
What's Included:
- Agency management system integrations
- Customer relationship management (CRM)
- Document management solutions
- E-signature platforms
- Comparative rating systems
- Quote and bind platforms
- Commission tracking tools
- Reporting and analytics dashboards
Included
Carrier Relationships
Leverage our network to access better carrier appointments and terms
What's Included:
- Carrier appointment assistance
- Favorable commission structures
- Direct carrier connections
- Contract negotiation support
- Product launch early access
- Underwriting support
- Claims advocacy
- Carrier events and training
Included
Business Development
The support, expertise, and resources you need without sacrificing your independence.
What's Included:
- Guided onboarding to seamlessly integrate and welcome your agency
- Exclusive access to specialized resources and services through Keystone Insurers Group
- Comprehensive E&O programs up to $5 million
- CEO-led business coaching on growth planning, acquisitions, and leadership—delivered by a proven industry leader with award-winning success
- Growth strategy consulting
- M&A coaching
- Succession planning resources
- Peer support groups
- Strategic partnership opportunities
- Direct consultation with our Technology Director to align tools with your business goals
Included
Technology
Technology consultation designed to streamline agency operations, and scale scale growth.
What's Included:
- EZLynx administratration
- Recommendations for systems integrations across AMS platforms, phone solutions, and more.
- A focus on helping agencies grow by evolving and optimizing their tech stack.
