Case studies | Work samples | Testimonials
Raffa Financial Services
Steve Heger | President
Raffa Financial Services, Inc. hired Q4intelligence in May 2017 and the company was warmly welcomed into the network of Q4i agencies. While we were a successful agency, we recognized that there was a definite need to reexamine everything that we were doing from top to bottom to take us to another level. Everyone at Q4intelligence has been hard at work for us ever since.
We employ Q4intelligence for agency leadership consulting, agency marketing, agency planning, and sales training.
Today, with a significant amount of help from Q4i, we have:
Retire with Renewals
Craig Gussin | President
When I first started working with Q4i, I was struggling to find out how we could grow and improve Retire with Renewals. Q4i, with their sales training and marketing, taught me and showed me that we needed to change our message, our website, and how we do business.
Since then, we have created a new website and changed our business model to be more effective and much more profitable, all in one year. Our business is growing, and our website looks so much better.
Keystone Insurers Group
Billy Bridwell | Senior Vice President
Overall, I believe Q4i should be referred to as a family and not a network! We have all been part of various industry groups and “networked” over our careers. We get to an event and hold our trade secrets and strategies close to the vest because we are ultimately in the room with our competitors. Q4i is nothing like that experience! Not to take away from our industry groups as they do great things and serve each of us very well—but joining the Q4i family is a completely different level of leadership, accountability, camaraderie, support, knowledge sharing and overall helping each other to up our games!
I have been in the benefits discipline for 27 years. I am now 45 years old (yeah, do the math, I started early friends!), and I have been a salesperson, led the sales team, achieved partnership / ownership and I am currently responsible for the benefits division at Keystone Insurers Group who is a national franchiser of independent agencies.
Today we have a staff of 42 employees, covering 17 states specializing in all things group employee benefit solutions, all funding arrangements with a target ideal client of 50 to 500 employees bring expertise in both insurance and non-insurance remedies!
Donny Woo | CEO
The year we met Q4i was one of the hardest years we have ever had as an organization. We lost key employees and had client turnover. There was just one challenge after the other. We went through some really tough times and needed to take a look at what happened and how we might be able to get on the right path.
Q4i has taught me about the importance of having a structure, plan, and process in place for all aspects of running a business. From marketing, selling, servicing accounts, and managing staff, Q4i is invested in my company as a whole succeeding, not just one part.
You can achieve success in many areas of running your agency, but the most important thing you need to learn is to apply the principles taught by the Q4i team. Motivation is overrated; determination is essential. The staff and mentors at Q4i have created relationships with myself and my company that will last a lifetime!
With Q4i’s support, and with valuable best practices and industry knowledge we’ve learned from other agencies in the network, we have created a marketing department, generated leads to support our sales team, and created a solid brand. As a company, we are very proud that we have accomplished so much in just the last six years. We have:
- Changed 80% of our staff
- Improved our hiring practices
- Implemented specialized and specific training to ensure we set up the position to succeed
- Identified key personnel and have come alongside them to help them understand how they are a part of the company’s overall growth
- Grew to and have maintained 98% client retention
- Created a healthy culture that is diverse and strives to have a good environment where the staff can feel safe and welcomed
Part of the success of this is attributed to adding employee surveys and studying the responses to improve each year based on their feedback. Because of our staff and because of Q4i’s help, Combined has established a trusted brand in California, and we are ready to explore other states’ expansion!
Employee Benefit Consultants
Taylor Lindsey | Partner
Coming into leadership at a fourth-generation insurance and consulting firm, I felt I had a solid foundation and an excellent business to build and nurture. But I had concerns about where the industry was going. Monumental shifts, like the ACA, happened. Compliance issues were on the top of the agenda with clients. New technology was being implemented. I wanted EBC to be at the forefront so we could be creative and do what was the best for our clients. I looked for other like-minded organizations we could learn from, which led us to Q4i.
As we say, “it’s a whole new world!” In the past several years, through our involvement with Q4i, we have achieved some impressive results, both tangible and intangible.
- We’ve experienced compounding growth in our business by 20% or more.
- We have developed deep confidence in our ability to solve any problem our clients throw our way.
- Our team has become stronger in our ability to hear and identify things that both are and aren’t being said because we’ve learned to listen with intention.
- The most rewarding change to come from all this is our ability to identify problems before they occur. It puts us in a leadership position with our clients.
- Altogether, we’re more enabled to think outside of our market and firm.