Succeed Management Solutions, LLC (Succeed) is releasing an exciting new producer sales tool called the Succeed Sales Suite™.
Succeed has over 34 years of experience as a leader in Risk Management and Occupational Safety, and is currently partnering with numerous National Agencies and Insurers through its industry leading , web-based Risk Management, Human Resources and Benefits Platform.
Through 1000’s of conversations with producers, risk managers, and insureds we discovered there was a need for an agent centric resource to help producers drive more sales and at the same time, provide outstanding service after the sale by becoming a Solution Provider.
InsureSafe™ will help you grow your insurance business by providing you with the tools and resources to:
- Provide your clients with superior service:
- Unlimited access to InsureSafe’s™ industry leading, 1500 document, Bi-lingual Risk Management/ Human & Benefits Resource Library. All of the documents are “open” for customization to your client’s specific needs. All may be downloaded and emailed to your client for their immediate use.
- Access to HR & Benefits Essentials an award winning HR and benefits website with over 10,000 documents and links, covering all of your clients HR and Benefits needs.
- Differentiate Yourself
- Establish your Brand. With InsureSafe™ you can show your clients and prospects that you're not just a commodities broker-- that you have the tools and technology to help them cut losses and increase profits.
- Stay in touch
- Register clients and prospects to receive weekly, automated, Branded emails that include Risk Management “Training Shorts.”
- “Cement” relationships
- Register clients for Risk Management Applications to further develop their risk management and safety programs to reduce losses. These tools are accessed through your own branded platform. Once your client is using the applications, their renewal is virtually guaranteed.
- Cultivate a secondary revenue source
- The Risk Management Applications are billed to you at wholesale price, you set the market price as you see fit.
- Be more efficient—Access all your resources in one location
- Marketing tools
- Sales tools
- BMI tools
- Client Resources
- CE training
Less than your daily latte habit.
To sign up for a demonstration, or to get more information, Contact Slade Crooks at (503) 783-1931 or slade.c@succeedms.com.
If you are a current WSRB/BMI customer, there is no charge for your basic account, which gives you all the WSRB rating and underwriting services you are used to receiving.
As a WSRB/BMI account, you will receive an exclusive 30 day, free trial. For 30 days from your first log-in to InsureSafe™ you will have free access to all of the tools and training materials in the InsureSafe™ platform.
If you chose not to take advantage of the tools and resources in the platform, you will still access the WSRB services through the InsureSafe™ platform, but all of the other applications described above will be turned off.