Discover How To Maximize Your Firm's
Relevance, Profit, and Growth!
Relevance, Profit, and Growth!
Just Complete This Simple 2-Minute
Agency Growth Readiness Assessment
Agency Growth Readiness Assessment
You'll receive...
Your customized Agency Growth Readiness Report with specific insights recommendations to transform your firm into a NextGeneration Benefits Firm.
A soft cover copy of the book, Do Or Die by Nelson Griswold and Scott Cantrell which has been called "the essential map for growing your benefits firm"
A soft cover copy of the book, Do Or Die by Nelson Griswold and Scott Cantrell which has been called "the essential map for growing your benefits firm"
Answer each question below and then click the "Submit" button.
Your First & Last Name:
Your Title or Position:
Your Firm:
Your Best Email:
Your Best Phone #:
What Are Your Firm's Current Biggest Challenges and/or Objectives? (Be as specific as you can.)
Please Type "YES" Or "NO" for EACH of the following questions.
PORTFOLIO
Have you strategically diversified and optimized your portfolio based on your firm’s value proposition, your market, your client’s needs, and your capacity to deliver?
Does at least 30% of your portfolio consist of non-insurance products & services?
Do your non-insurance offerings generate at least 25% of your firm’s annual revenues?
MARKETING
Do you have a written “Ideal Client Profile” that identifies which prospects are most likely to become the most valuable long-term clients?
Do you currently have at least eight active and effective marketing/prospecting methods that consistently attract new accounts?
Is your sales pipeline as full of new account prospects as you want and need it to be at any given time?
SELLING
Can you clearly and concisely describe the standardized consultative selling process that your producers use to convert prospects into clients?
Is your firm’s sales conversion rate (closing percentage) 50% or higher?
Does your firm generate at least 35% of its revenue from cross-selling efforts?
MANAGEMENT
Have you automated, delegated and/or outsourced all lower-level activities in your firm to free up staff for higher-value activities?
Do you know on a week-to-week and month-to-month basis your firm’s key metrics, like annual client value, marketing ROI, and per-client acquisition cost?
Do you track your producers’ prospecting activities at least weekly and hold them accountable?
CAPACITY & MOTIVATION TO GROW
Are you willing and able to make reasonable investments of time, effort and money to grow your firm?
Are you open to implementing new ideas and strategies to improve and grow your firm?
Would you be open to potentially leveraging expertise outside of your firm to help achieve your objectives?
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