AgencyONE’s approach to Business Development is highly personalized and tailored to the needs and specific business goals of our AgencyONE 100 Producers. Overseen by Partner Ed Leisher, CLU, Gonzalo Garcia, CLU and Cathy Neifeld, JD, our Business Development Department is actively involved with new and existing AgencyONE 100 Producers, helping them identify ways they can strategically and exponentially grow their business.
Our business development services include:
- Annual meetings with the AgencyONE 100 Producers
- Quarterly Scorecard review and discussion to make sure that AgencyONE 100 Producers are meeting or exceeding their annual production goals
- Weekly review of all cases with dedicated AgencyONE case management team
- Coordination, when necessary, with underwriting, case design and marketing on each submitted case
- Speaking, upon request, at our third party Study Group meetings
- Attending, upon request, client/advisor meetings with our AgencyONE 100 Producers
- Sourcing, researching and offering new insurance and annuity based sales opportunities and platforms
Learn more about AgencyONE 100
Please call us at 301.803.7500 or complete the form below and we’ll be in touch.