Imagine having everything YOU need to be successful

We are the agency you wish you knew about sooner

Our goal is to turn productive Agents into strong Agencies!

Tools, Tech, and Training

Leverage EASY to use Technology to implement our trademarked OPM strategy.

Our Builder's are trained to educate their clients using a consistent cycle of wealth Optimization, Protection, and Management.

How it works

Certify as an OPM

Strategist

Leverage EASY to

use Tech

Grow YOUR

Team

Impact Builder

Community Access

  • Niche Groups

  • Community App/ web

Networking Module

  • QR

  • YouCard

Marketing Module

  • Networking plus:

  • Custom Calendar

  • Reminder Sequence

  • Follow up Prompts

  • Marketing phone/sms

  • CRM App

Training/ Coaching

  • Skills

  • $1m Agency Strategy

  • Tools Management

  • Accountability

  • Reporting

Academy

  • Small Group Trainings

  • Trainers Live QA

University

Conference Access

  • Discounted Passes

  • Special Breakout Sessions

Advanced Strategy
Design Team

  • Assist on Client Calls

  • Offline Design support

Founders Call

Beyond Series

  • Real Estate

  • Taxes

  • Insurance

We don't just run quotes... we leverage custom tools to build a Strategy.

Other companies offer similar policy types... but they optimize for commissions, and not for repeat client experiences and referrals.

Not sure if you want to commit to learning new tools and getting certified as an OPM Strategist?

No Problem!

Join the Impact Essentials community and get a taste of how we help build Agents into Agencies!

2033 Gateway Pl #500. San Jose, CA

1-888-88-IMPACT

© 2024 by Insuring Impact LLC