Consulting

“AgencyMaxx Marketing” is considered one of the property and casualty industry’s most comprehensive and proactive financial services cross-selling programs. The independent distribution of financial services is rapidly shifting from the life and annuity agent to the banks, wirehouses, and property and casualty agencies. These P/C agencies that previously considered the cross-selling of financial services a luxury, now realize the necessity and long-term survival value of proactive marketing.

At the same time, highly qualified life and annuity agents are in search of qualified leads. Bringing the two together is a combination of art and science. Relationship building, trust, knowledge, psychology, education, and communication skills, are all key components of our state-of-the-art AgencyMaxx system.