This document summarizes the services of Q4intelligence, a consultancy that helps insurance agencies take control of their business. Q4intelligence advises agencies on implementing a solution-based selling system to control what is sold and how much the agency gets paid. The consultancy's goal is to help agencies become "feared competitors" through strategic planning, transforming agency culture and sales processes, and establishing marketing and branding strategies. Agencies work with Q4intelligence to develop a customized "Transformation Plan" to outline the path from their current state to their envisioned future state as a successful agency.

2. Too many agencies have left the
carriers in control of their business –
remaining dependent on an insurance
product and the carrier’s commission
schedule

3. We help
agencies
SEIZE Control

4. Q4intelligence is a consultative networking organization for
independent insurance and benefit agencies. We advise, train, and coach
agencies on how to take control of their business.
Our solution-based selling system is the foundation for changing the agency
model and taking control of what is sold, how it’s sold, and how much an
agency gets paid

5. We have one goal for each of our member
agencies

6. Be a
Feared Competitor

7. BrandCompass

8. If you’re working harder than ever,
but getting worse results . . . You
need a new STRATEGY

9. Action without Strategy
merely distracts you from
dealing with the real
issues

12. Success is no
accident
Nor is it guaranteed

13. Assessment
Where
are
you
now
Strategies|Tactics
How
we will
get you
there
DesiredFuture
Be a
feared
agency
You have to PLAN for your future
success

14. Our Process is built around
your customized Plan of
Transformation

15. TRANSFORMATION PLAN
Agencies share many similarities in structure, operations, and cultural issues. However,
even with those similarities, each agency still has its own individual set of needs.
That’s why you will have your own, customized Transformation Plan.
As with any good plan, it takes the basic elements into consideration:
• Where are you now? Start with a realistic understanding of what your agency looks like
today.
• Where do you want to be? Visualize a clear picture of what you want your agency to be.
• How will you get there? Outline strategies and tactics to create the path taking you from
your agency of today to your envisioned agency of tomorrow.
Specific areas of focus for transformation effort include:
• Strategic planning
• Sales process / client experience
• Culture and behaviors
• Marketing and branding (including local and social media strategies)
• Establishing the “re-selling team” (sometimes known as the service team)

16. BuildingyourPLAN

17. Want to know more? (click
below)
Q4intel.com
Blog |Crushing
Mediocrity