We help create a path for growth

We help create a path for
growth

Attract more prospects | Close more deals | Run more efficiently

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Remove the obstacles from your benefits business.

Whether you're a benefits agency or a solution provider, we know how driven you are to make a difference: for your clients, team, and everyone else who depends on you. Your path forward may feel uncertain, and nagging anxiety may cast doubts, but your commitment has probably never been greater. Your potential awaits. We can help you find it.

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.

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

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

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

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

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.