Experience and Expertise

Our experience is unique, and our expertise is deep. From concept to implementation, Insurance Insight Group is best at providing solutions that profitably grow your business in the life and annuity marketplace.

Insurance Insight Group is perhaps the most capable small, independent consulting firm serving insurance carriers in the nation. Our expertise encompasses all areas of life insurance and annuity marketing and home office operations. The staff of Insurance Insight Group has significant experience in leadership positions at major insurance companies.

Our experience also includes providing training to over 5,000 agents across the United States.  This experience and perspective allows Insurance Insight Group to offer you a critical edge over other consulting firms, allowing you to excel in the independent insurance agent marketplace.

Our staff includes an actuary with more than 20 years experience in the industry, licensed insurance agents who still sell, marketing professionals with combined experience of more than 50 years, and high-level expertise in insurance operations, finance, agent training, and planning. This experience and perspective allows Insurance Insight Group to offer you a critical edge, allowing you to excel in the independent insurance agent marketplace.

Here is a sampling of what we can provide:

Marketing and promotion for agencies and carriers

  • Marketing planning from concept to implementation
  • Lead nurturing and re-engagement programs
  • Website development and support
  • Advertising for print and online
  • Email marketing
  • Surveys
  • Developing programs and pieces to enhance your value proposition, including complete sales systems
  • Developing white papers, articles, and marketing offers
  • Developing and promoting online events and training programs

Product and channel development for carriers and agencies

  • Product development strategy
  • Competitive analysis
  • Actuarial – design, pricing, asset/liability management, and product implementation
  • Product compliance (contract writing and state filings) 
  • Project management 
  • Relationship development
  • Optimizing operations for carriers
  • New business operations 
  • Financial and marketing reporting 

Optimizing operations for carriers

  • New business operations
  • Underwriting
  • Policyholder services
  • Financial and marketing reporting
  • Call centers
  • Commissions
  • Contracting and licensing