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!
© 2024 by Insuring Impact LLC