Business & Sales Consulting

thrive header

We're here to be your strategic business partner and match you with the tools and resources that your agency needs to be on the path to success.

Need Jason's help with hiring, onboarding, technology, culture management, operational strategy, or more? Purchase 2-10 hours of consulting time with him. 

Purchase Now

 

Website-E&O-Review

 

Getting an E&O website review from IIANC is a simple, affordable way to uncover issues and reduce E&O exposures on your site.

Purchase Now

Thrive Mastermind is a group of high-performing industry professionals for collaboration, the opportunity to share insights and support each other to reach the fullest potential.

 

Kolbe-Assessments

 

It’s critical to know how your people are going to get things done – in the office or while working from home. Identify your team’s strengths by getting Kolbe A™ Index results for everyone.

Purchase Now

Agency Premier Hiring Package

Stop wasting time: Hire and retain the best & get proven results

Price: $2,995 (one-time payment)

Purchase Now

KOLBE or Clifton Staff Workshop 

Make sure you have the right people in the right seats

Price: $600 (one-time payment) + cost of assessment and travel (if necessary) 

Email Jason to Purchase

Customized Performance Package

  • Optimize your agency's performance.
  • Improve agency operations with our expert consulting.

6 hours: $795 (monthly)

Purchase

Recent Blog Posts

Positive Impacts of Remote Working Environments

Apr 7, 2022, 00:00 AM by Jason Sabo
There are many possible positive impacts of incorporating a remote working environment in your agency. This blog includes three examples and will change the way you think remote working will impact your agency.

Incorporating a remote working environment can have many positive impacts on your agency. Three examples of positive impact are allowing your employees to conduct more business, building a better agency culture, and taking stress off your staff’s workload. At the end of the day, by incorporating remote work for virtual agents into your agency, a positive ripple effect will touch many parts of your operation. This will make your agency a better place to be a customer, employee, and manager.  

Business Operations 

The first major place many agencies see an impact after incorporating virtual work or virtual agents, is their business operations. As we all know, hiring is the number one challenge in our industry. However, many agencies are also currently struggling with retaining their staff and key players. Top level talent is attracted to remote working schedules, so creating opportunities for this in your agency is a great way to attract this talent while also boosting current staff engagement and satisfaction.  

When it comes to a new job opportunity, most people are looking for an organization that includes work-life balance, flexible work schedules, and remote working opportunities. If you want to set your agency apart from the competition and keep current staff happy, it is crucial to offer these things. Utilizing remote work allows you to scale your business and add to your staff without needing to invest in additional or larger office space. 

Company Culture

The next area many agencies see an impact is in their company culture. Implementing remote work into your agency will help you build trust with your staff and give them the freedom to accomplish their goals. Personally, the days that I work from home are so important to me because I don’t have to worry about a commute or traffic. I get to eat breakfast with my two daughters and take my dogs for a walk at lunch. When my workday is over, I can walk downstairs and immediately engage in quality family time. The extra time I get to spend with my family and the work-life balance my remote schedule allows, is unmeasurable to me. The impact that incorporating remote working will have for current staff demonstrates to them that you, their boss, are focused on prioritizing their needs, which will help you build trust and rapport with them. 

Staff Workload 

Finally, by bringing in extra remote support, your staff’s workload will be relieved, freeing up time for other important tasks. For example, if you brought in a VA (Virtual Agent) to help the current CSRs with issuing certificates, what could they spend their extra time on? They would be able to build deeper relationships with their clients, instead of spending their time thinking about manually processing the work after they hang up. Giving them the chance to ask the clients about their weekend or family will create stronger client relationships and give them the opportunity to understand them better.  

These three examples of how incorporating a remote working environment will impact your agency are only the tip of the iceberg when it comes to the benefits. There are many other areas of your agency and agency operations that will thrive when you bring in remote work or virtual agents into your agency. If you have any questions or want help creating a game plan to start this process, we are here to help you! If you would like some guidance, please send me an email at jsabo@iianc.com. I look forward to hearing from you!  

All IIANC members are eligible for a free Discovery Session annually to review your agency needs and connect you with resources and benefits that you have access to through your membership. 

Schedule Your Session

Hear What Past Clients Say:

Jason Sabo provided his time and resources to find us a quality employee. In the past, we have struggled to find the time to find a qualified candidate to join our team. Jason took all of the time-consuming work off of our plate. He helped us with a great job posting, initial interviews, personality assessments and reached out to us once he found a good fit for our agency. I would recommend using Jason and the IIANC for any needs that your agency has.

Cody Allen

Sales and Marketing Director, Allen Insurance Agency

Jason Sabo has been phenomenal in adding another resource to our Granite Insurance team! There were many sales management items that we wanted to be done, such as developing and tracking reports on producer activity levels. Jason came to the table with a recommended format that gives our sales team what they need to assure their success. Thank you, Jason!!!

Cameron Annas

CEO, Granite Insurance

Jason cares about my agency. He celebrates our accomplishments and looks for solutions to our challenges. Jason is always on time for our meetings, full of enthusiasm, and ready to tackle the task at hand. He was hired to find us a new employee, and the candidate we found has been transformational to my agency. I would highly recommend working with Jason.

Daniel Rohrbaugh

President, Raleigh Insurance Group