Independent agencies that seek technology solutions to help perpetuate the business
We serve as the CIO and CMO to independent insurance agencies. We educate and advise agents on digital marketing and technology. We audit, vet, and recommend vendor solutions. We advise on custom, niche content for digital and traditional media distribution.
Insurtechs that build solutions to help independent agencies succeed
We serve as the connector between insurtechs and insurance agencies and carriers. We build business and marketing plans for insurtechs that lead toward investment. We articulate the value of their solutions to the market. We introduce insurtechs to industry stakeholders.
Carriers that favor and support their insurance agents and innovation
We serve as the advisor for transformation and innovation initiatives. We perform needs analysis for agency channel RFIs & SOWs. We develop agent programs that promote tech enablement. We provide keynote addresses and educational workshops.