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.
Step 1 · Understand
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
Step 2 · Decide
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.
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.
Growth Strategy
Growth Strategy: Build a plan you can actually follow
Set a clear Growth Goal and create a focused 90-day plan around your agency's opportunities and capacity.
- Organize Strategies, Tactics and Execution Work.
- Keep track of progress and adjust when circumstances change.
- Work with Ari for guidance and collaboration.
- Stay in control with direct actions and decisions in the platform.
From the fictional Accme Insurance demo agency
You decide where you want to go. We help you figure out how to get there, and help you do the work.
Growth Accelerator
Growth Accelerator: Turn your growth strategy into action.
You've worked with Ari to decide where you want your agency to grow and built a strategy around your goals. Now Accelsure helps you put that plan to work. Growth Accelerator builds on what Accelsure already knows about your agency, your clients, your priorities and the opportunities you're pursuing. Instead of starting from scratch every time, you have a connected platform that helps you move faster and get more done.
Spend less time on the work behind growth.
Turn your growth strategies into email campaigns, social media content, prospecting call scripts, blog posts and more, shaped around your agency and the audiences you want to reach.
Turn more opportunities into conversations.
Put your cross-selling, referral and new-business strategies into action with targeted outreach that connects to what you're trying to accomplish.
Keep your growth efforts moving.
Go from deciding what needs to happen to having the outreach and content ready to use, without rebuilding everything from scratch.
Grow without doing everything yourself.
Let Accelsure and Ari take on more of the heavy lifting so you can spend more time building relationships, serving clients and growing your agency.
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.
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
- 1
Identify the opportunity
- 2
Build the strategy
- 3
Prepare the work
- 4
Work the opportunities
- 5
Review what happened
- 6
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.