Mid-Level Investment Resources

View our recommended tools to help improve, grow and sell your agency

A good accountant is needed for Agency Owners to comply with double entry accounting requirements by your State’s Insurance Department, to have professionally prepared & accurate financial statements, and for tax preparation.

Agencies seeking efficiency and scalable growth should invest in a commercial grade printer.

Webinar Jam helps Agency Owners by giving a platform to provide webinars to prospects regarding different topics of interest to the niche your Agency targets. Webinars can be set up to replay on this platform, while maintaining the look and feel of a live webinar.

A great option for a cloud based phone system, easily connecting remote based teams working anywhere in the world.

Payroll, benefits, workers comp & HR Management service that takes away the administrative responsibilities of employee management from Agency Owners, freeing up more time to run your Agency.

The industry’s leading comparative rater, ezlynx allows agencies to rate all compatible personal lines carriers side by side.

Semsee allows users to quote many lines of admitted commercial business side by side with one submission.

A reliable leads provider that allows agents to select lines of business and sic codes they want quotes from on a pay per lead basis.

Sales & process based consulting specializing in the Insurance Industry.

An online sales academy designed to train CSR’s and Producers in an efficiency bases sales process.

The Insurance Industry’s first and only Agency development Platform. Hire Smarter. Train Faster. Amplify your growth.

A must have for Insurance Agencies that want virtual office backend support to save on payroll expenses, this company allows you to try different virtual support staff to see who matches well with your Agency

Hawksoft is the insurance industry’s most efficient and competitively priced Agency Management System and boasts a 97% recommendation rate.