Growth
Grow your revenue and profit.
You don't need more disconnected growth tactics. You need to understand where your agency's best opportunities are, and what to do about them.
Ari works with you to understand where your agency is today, where you want to go and what you realistically have to work with.
Together, you build a growth strategy around your agency, your goals and the opportunities that make sense for you. Then Accelsure helps you put that strategy to work.
Before deciding how to grow, understand where you are.
You don't need to complete a giant questionnaire first. Ari works from what you share as the conversation goes, and builds a clearer picture over time.
- Revenue and premium
- Client and account counts
- Book composition
- Retention
- Cross-selling
- Available time
- Available budget
- Your goals
Decide where your growth should come from.
More leads are not automatically the answer. Growth can come from several places, and the right mix depends on your agency.
- New clients
- Cross-selling existing clients
- Retention
- Specific lines of business
- Verticals and niches
- Increasing client and account value
- Referrals and relationships
- A combination of these
Ari helps you narrow this down to a small number of priorities rather than an overwhelming plan.
Turn your growth strategy into actual work.
Knowing what to do is only useful if you have the time and resources to do it. Depending on your strategy, Ari can help you plan and prepare work such as:
- Outreach planning
- Email development
- Campaigns
- Marketing content
- Blogs
- Referral strategy
- Cross-selling strategy
- Preparation for conversations and opportunities
Instead of handing you a strategy and another to-do list, Ari stays connected to what your agency is trying to accomplish and helps keep the work moving.
You decide where you want to go. We help you figure out how to get there, and help you do the work.
Growth is bigger than marketing.
Sometimes the thing holding growth back isn't a lack of leads. It may be service capacity, market access, retention, cross-selling, producer capacity, owner time, the choice of target market or simple follow-through.
- If your service team is already overwhelmed, adding more leads may create another problem.
- If you want to target contractors but lack markets that will write the business, more contractor leads don't solve the underlying issue.
- If you have a large mono-line client base, cross-selling may deserve attention before more acquisition spend.
An illustrative example
Goal: add $500K in commercial premium.
Ari can help you work through the factors that shape a realistic path:
- Current commercial premium
- Commercial client count
- Average account size
- Current verticals
- Retention
- Cross-sell opportunities
- Available markets
- Owner and producer capacity
- Time
- Budget
- Identify the opportunity
- Build the strategy
- Prepare the work
- Work the opportunities
- Review what happened
- Adjust
This is an illustration of how the work can be approached, not a promised result.
Learn and adjust.
A growth strategy should evolve as you learn. Bring Ari what's happening and adjust the plan together.
- A vertical isn't responding.
- Cross-selling is performing better than expected.
- A new hire creates more business-development capacity.
- Your priorities change.
Market Intelligence: Make sure your markets support where you want to grow.
Give Ari the appetite information for the carriers, MGAs and wholesalers your agency works with. Ari will be able to help you understand where business may fit, and connect what it knows about your markets with what it knows about your agency and where you're trying to grow.
Market Intelligence is not available yet. It will work from the appetite and market information your agency adds to its own Market Library.