Agency Services

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

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

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