Toolset
Get started with these Agency Essential tools to help grow your Agency into a NextGeneration Benefits Firm!
Strategic Client Audit
The Strategic Client Audit is THE essential process for gaining control of your benefits firm. Effective agency management requires you to have a clear understanding of the key makeup and metrics of your existing book of business.
Ideal Client Profile
Your Ideal Client Profile (ICP) is a very valuable tool that allows you quickly to identify & attract the most worthwhile client opportunities while avoiding those less desirable prospects that cost you time, money, energy, and opportunity.
Target 100 List
A Target 100 List is a focused list of ideal prospects for your agency. This list focuses your prospecting and marketing efforts on the most valuable and desirable companies in your market.