When making the transition from Broker/Agent to an Agency, operating 5 or more agents can be a daunting task. Here at Benefits Concierge Group, we provide the supportive services your Agency needs to train and prepare your agents. Benefits Concierge Group helps you navigate the insurance process and we provide you with the concierge service you need and deserve to take your Agency to the next level.

Some of the benefits that you can enjoy when working with us to grow as an Agency are the following:

Business Mentoring

The Benefits Concierge Group Business Mentoring Program is available to new and existing agencies. Through the Benefits Concierge Group Business Mentoring program, Benefits Concierge Group has helped current agencies with obtaining the best contracts in the market and assisted all agencies with Policy and Procedure development, Certifications, Broker Oversight, and development of a Compliance Program. These are necessary components and critical to operating a successful agency.

Assistance with Filing Federal and/or State Documents

These services include explaining and guiding the newly formed agency through the documentation and process with the state tax authorities and state Departments of State.

Broker/Agent Recruitment and On-Boarding

Broker/Agent recruiting and onboarding is an ongoing activity at Benefits Concierge Group. Benefits Concierge Group supports your Agency with the proper onboarding of your downline Brokers/Agents. Benefits Concierge Group will take care of training and developing your recruits so you can focus on building your Agency.

Marketing Support

Benefit from Benefits Concierge Group’s comprehensive package of personalized selling tools to give you visibility and a competitive edge. Benefits Concierge Group offers access to marketing materials (print and digital) to storefront and recreational vehicle acquisition, exposure though social media and local community events to ensure you grow your customer base and your presence in the communities you service.

Do you want to grow as an insurance agent?

If you are willing to start working to grow your agency, obtain more clients and start enjoying each of the benefits that we mentioned above, leave us your details to contact you and study the best strategy for you.

Appointment En

By providing your name and contact information you are consenting to receive calls, text messages and/or emails from a licensed insurance agent about Medicare Plans at the number provided, and you agree such calls and/or text messages may use an auto-dialer or robocall, even if you are on a government do-not call registry. This agreement is not a condition of enrollment."

“I cannot give you the formula for success, but I can give you the formula for failure. It is: Try to please everybody.” david oswald