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.

Succeed Sales Suite™ is centered around 4 principles that you need to excel at in order differentiate yourself in the marketplace and to run a successful insurance business.

• Customer Service: We make you the Solution Provider by giving you the HR and Risk Management Tools your clients need!
• Branding: We Brand the platform to you and your agency. Your name, logo, and contact information are always front and center for your clients and prospects.
• Technology: The Succeed Sales Suite™ is an affordable cutting edge, Web 2.0 platform that will give your tools and resources to compete with any sized broker, 24/7.
• Regular Contact: We give you an easy way to engage clients and prospects with meaningful and useful messages that will never be considered SPAM.

Over the last 34 years, Succeed has built an exclusive library of roughly 1500 documents relating to Human Resources, Policy and Procedure Manuals, Quizzes, Training Shorts, and Posters that you can make available to you clients/prospects. The majority of the library is in English and Spanish, and each document is 100% customizable so it can be used as-is or modified to a specific need.

You also receive 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.

This library gives you the power to provide your clients with the HR and Risk Management support they need. Download to your Desk-Top, attach to an email, be the Solution Provider that will keep your clients loyal, and win new ones at the same time.

In addition, Succeed Sales Suite™ gives you access to other Succeed products and services that your clients need and will use on a regular basis, such as MVR/Background checks and Drug Testing.

Less than your daily latte habit.