Agency Services

Dedicated to accelerating agents’ operational performance, our Agency Services provides the strategic and operational solutions that meet the critical needs of our Partners For Success® agencies.

Agency Services & Capabilities

Agency Services facilitates consulting, training and business solutions with third-party providers that accelerate the operational performance of our Partners For Success® (PFS) agencies. Solutions include strategic and operational planning, perpetuation planning, producer and account manager training, diversity, equity, and inclusion (DEI) training, and other professional services.

The Achieve Program

The Achieve Program

  • Strategic Planning: improves agency operations in organic growth and operational efficiencies
  • Operational Planning: quarterly industry best practice updates, strategic objective accountability, and project management
  • Leadership training & coaching

The PEaK Program

Through our PEaK program, Amerisure helps our PFS agents optimize their skills in numerous ways, including the following:

Strategic and Operational Planning

  • Recruitment of new producers from outside the industry with 3-5 years B2B sales experience
  • Sales training that includes prospecting, appointment setting and relationship building for new and experienced producers
  • Technical training focus provided by underwriting, claims, risk management and special risk

Talent Development

  • Sales and technical training with CE credits
  • Prospecting Bootcamps
  • Sales workshops & peer pods
  • Top of the Stack competition
  • Agency relationship workshops
  • Technical training focus provided by underwriting, claims, risk management and special risk
  • Management skills development
  • Diversity, Equity and Inclusion Training

The Essentials Program

Professional Services

  • Workflow implementation
  • Technology services that include hosting, disaster recovery, website development, and CRM solutions
  • Marketing and branding
  • HR legal services
  • Pre-negotiated volume discounts on office supplies, shipping, etc.

Leadership Alliances

  • Strategic Business Leaders Alliance – four to five select, noncompeting agencies committed to enhancing leadership effectiveness in building of industry leading solutions
  • Women’s Conferences – annual conference and forums for women and men throughout all regions

Perpetuation Planning

  • Formalized succession planning, audits and valuations
  • Facilitated through pre-approved third-party consultants

Current agents, please reach out to your Amerisure underwriting agent relationship to learn more. If you’re not an agent and are interested in becoming one of our partners, click the “Partner With Us” button above.