Working together, we develop your agency Transformation Plan and Agency Scorecard, which we use as the guide for agency development. As with any good plan, it takes the basic elements into consideration: Where are you now? Where do you want to be? How will you get there?
More than just a sales process, we teach you how to create and implement a sales and client experience system the whole agency uses to earn and retain clients. Through training and development sessions you learn our MORE System, and then we keep you going through ongoing coaching and advising.
Let’s face it: change is hard. There are a lot of questions and a lot of uncertainty. It’s easy to get off track and lose focus of the end goal. We’re here to help you with that.
In our regular coaching sessions we answer the questions, help to quell the moments of fear that might come up, keep you on the path leading to your vision, and hold you accountable to the actions and behaviors that will be the key to your transformation.
Believing in the incredible power of peer learning, we bring agencies together to help make each stronger through shared experiences, successes, and even failures.
You will experience the power of the network through in-person and online networking. We facilitate connections among agencies, allowing the exchange and development of ideas, practices, and resources in a supportive and non-competitive environment.
The results you can help clients drive is directly tied to the quality of insurance and non-insurance solutions you provide. A full collection of solutions not only allows you to use the right ones for each client, it is essential for having confidence to be an advisor and make recommendations.
We have a group of partners with whom we work and recommend to our members to help build a solid advisory foundation.
“Q4i is a mindset. It’s the positive mindset this industry needs. Not only does Q4 help connect forward thinking agencies, but they put us in the position to grow further! The resources and solutions we have connected with are invaluable to our agency and clients. We wouldn’t be where we are without you! Thanks for holding the torch under our seat. We love being a part of something that is much bigger than us. A sense of purpose in the industry. Thanks for listening to our needs, and knowing our needs before they are realized!”
~Taylor Lindsay, Partner, Employee Benefit Consultants, Inc.