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Insurance Agency Q&A
MARKETING • SALES • SERVICE • LEADERSHIP

Create your
path to growth

The industry's leading platform providing business education and sales training for employee benefits agencies ready to grow as part of a peer community

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I'm ready to grow
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Are you a vendor looking to create value-based relationships?

JOIN OUR COMMUNITY

Everything you need to expand your individual sales effectiveness or the efficiency of your entire agency.

We will be your go-to platform to help you grow.

Sales training for you and the whole team Sales is the foundation of a healthy agency. Learn how to put more opportunities in your pipeline and close more deals as you teach buyers a better way to select an advisor.  
Group 16 Create your own path to growth Remove the obstacles that block your potential. Tap into our rich library of courses and resources to guide you on every step you take toward predictable growth.   
Group 17 A community of support

No one succeeds in a vacuum. Become a part of our thriving community of sales professionals and leaders focused on the future.

  
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What is the Q4i Online Platform?

Q4i is a business education and community platform with all the resources you need to grow your business. Access a growing library of online courses in sales and prospecting strategy, marketing, service, and leadership support, or dive into our resource library with tools tailored to the specific needs of agencies and producers.

This platform is your business’s ultimate wingman, with resources for your whole team so you can create a comprehensive strategy for growth. Built for benefits professionals by benefits professionals, our platform will help you reach your growth potential.

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Single producers

Need to find your way to growing a healthy, sustainable book of business? We have the training and community to support your development.
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Small / medium agencies

Got a few people on your team and want to take it to the next level? We provide the training and resources to grow with your needs and team.
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Divisions + large organizations

Have a whole team you want to bring into cohesion? Our sales training and custom groups offer the flexibility to build your program. 
  • Tracking and measurement for progress
  • Tools for development and growth
  • Community for support and motivation

You can’t manage what you don’t measure.

Too often, the insurance industry fails to measure the factors determining growth potential. Our platform puts these critical measurement tools where they belong – in your hands.

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Learning Path 2

 

We've built all the tools benefits professionals need.

Dive into our library of scripts, guides, worksheets, templates, calculators, spreadsheets, and videos. You’ll find the most robust collection of resources needed to build your business. All you have to do is use them. 

 

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If you want to go far, go together.

Join our peer community to share ideas, resources, successes, and failures, ask questions, and answer questions. Go further. Get there faster. Enjoy the journey. 

 

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Want a DIY guide? We wrote the book on that.

The Salesperson's Guide

How we’ve helped others grow.

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David GrantPartner | SGL Partners

"You will get tired of hearing from me, but holy sh*t!!!  Thank you, thank you. I am drinking the Q4i Kool-Aid, and I am ecstatic. Thank you both for the kind words and for being such good coaches.  It has been a while since I have felt so much purpose in my job. I appreciate it, and I am ready to learn more and make my craft so much better."

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Billy BridwellSenior Vice President | Keystone Insurers Group
“I have to give a big ‘Thanks’ to Kevin, Wendy, and the Q4i 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 Q4i family is one of the best decisions I have made both personally and professionally. I’m enjoying the journey!!”
Steve Heger
Steve HegerPresident | 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-Youngworth
Lindsay Clarke YoungwerthManaging Partner | The Shandro Group
"As an independent benefits agency, the opportunity for us to provide value to our community has never been more exciting. With ownership comes challenges that become more complex every year. To effectively compete and win, we need help navigating everything from leadership and client service to sales and marketing. The team at Q4intelligence has developed a formula and accountability structure that will help anyone succeed, so long as you are willing to put in the effort. Since working with Kevin and Wendy, my business has grown in a meaningful way; I have a clear vision of my purpose and the confidence I will accomplish my intended outcomes."