Welcome to the Summit

…where a select group of agents, known as the AgencyONE 100, enjoy benefits offered by no other BGA!

AGENCYONE 100 is an exclusive group of, by invitation only, 100 national financial advisors that work with AgencyONE. By limiting the number of producers to 100, AgencyONE guarantees that you and your cases are always our number one priority and that we will continually exceed your expectations. There are no annual fees or out of pocket costs to you. However, our expectation is that you, as an AgencyONE 100 producer, produce a minimum of $100,000 of annualized target premium through AgencyONE.

As an AgencyONE 100 Producer, you receive the following benefits:

  • A Dedicated Partner Relationship. Either an AgencyONE Partner or a senior member of our management team is responsible for your relationship with AgencyONE. Additionally, you have a dedicated case manager, underwriting advocate and case designer. You are always made to feel like you are part of a very unique, exclusive, select group receiving white glove service and treatment.
  • A Progressive Compensation Structure. This compensation model rewards you on a quarterly basis at certain production breakpoints. Also, as your production increases, you earn additional compensation retroactively on your legacy business that has been placed throughout the year. Please call AgencyONE for additional information about this compensation structure.
  • An Incentive Trip for Top Producers. Eligibility for this exclusive trip starts at $250,000 of annualized target premium with AgencyONE. Our next  incentive trip is to the Land of the Northern Lights – Iceland – from August 20, 2019 through August 25, 2019. We hope you can join us!
  • Semi-Annual Study Group Meetings. These meetings are hosted by AgencyONE and allow you the opportunity to brainstorm with and learn from nationally recognized leaders in our industry and like-minded peers. The next Study Group Meeting will take place sometime in 2019.  AgencyONE pays all expenses for producers at the $250,000+ production levels. These meetings are by invitation only. Please call AgencyONE for additional information and details.
  • AgencyONE 100 Annual Producer Conference. Every year, AgencyONE hosts an Annual Meeting for all AgencyONE producers. All expenses will be paid for those producers at the $250,000+ production levels. Our 2019 Annual Producer Conference will be held in Washington, DC at the legendary Watergate Hotel from April 24 to April 26, 2019.  
  • Key Office Personnel Meetings. AgencyONE trains your staff on current technology, teaches them the most efficient way to process your business and also work with your AgencyONE management team.
  • Underwriting Hotline. This hotline is available solely to AgencyONE 100 producers. Your medical questions will be answered immediately by either Dennis Bartos, an AgencyONE Partner and a Certified Physician’s Assistant, or Jessica Caracofe, RN, our Vice President of Underwriting. This exclusive and immediate access is invaluable when you are with a client and need answers and medical information in real time.
  • Customized Client Presentations, Informal Inquiries, ONEIdeas and Other Marketing Assistance. Never walk into another client meeting again with just an illustration! AgencyONE’s marketing team works with you to customize client presentations, creates customized marketing ideas for you to send to your clients, and provides you with customized informal inquiries. If you want / need it, AgencyONE will create it for you.
  • Advanced Marketing Planning. AgencyONE’s advanced markets department is led by Gonzalo Garcia, an AgencyONE Partner. With more than 30 years of experience stewarding innovative and complex life insurance transactions, AgencyONE will work with you to help deliver strategies that meet the needs of your clients.
  • Specialty Programs. Take advantage of premium financing platforms and expertise, platforms developed exclusively for CPA clients, business valuations services, buy sell reviews, estate planning reviews, the latest technology developed for banks and credit unions to sell insurance on-line, generational retirement income planning, services to help you source more clients and business, and much, much more!
  • Application Assistance Service. This service is provided at no cost to you. You make the sale, and a licensed representative from AgencyONE completes the application electronically with your client to facilitate the processing.
  • Quarterly Scorecards. These scorecards let you know how you are progressing throughout the year so we can help you achieve that $100,000+ annual target premium commitment.

You are cordially invited to join AgencyONE 100. We hope that you will agree to be part of this very exclusive group and that you will join us at the Summit!

Please call us at 301.803.7500 or complete the form below and we’ll be in touch.