The iWin Agency Growth System includes the only Technology Platform designed by insurance agents for insurance agents.
Many Agency owners struggle to overcome universal issues that hinder their growth potential; hire elite producers, build their sales team, and at the same time maintain and grow their own book of business. Over the years, they have probably compiled a hodge-podge of tools and resources as a band-aid to these issues.
With over 20 years insurance experience, Randy Schwantz, CEO of The Wedge Group, has built a comprehensive solution for insurance agency owners that provides assistance and guidance for increasing revenue over a three-year period. The iwin agency growth system encompasses 11 features categorized in 4 vital areas essential to organically growing an agency; the processes necessary to lead a high performance sales team, skills training for both owners and producers, a sales pipeline crm for tracking and accountability, and executive level coaching.
Each iWin Client receives a customized three-year blueprint for doubling their agency revenue. During the proven three-year model, clients are exposed to training, group coaching, and an insurance-focused sales pipeline CRM designed specifically around the iwin agency growth system concepts.
Any Device. Anywhere.
Any device, any browser, anywhere! 100% Cloud-based means Producers can work remotely, mobile, or in the office.
The LinkedIn integration allows Producers to develop a deeper understanding and build a stronger relationship with customers. Producers can easily identify interests and see customer’s activity all within the iWin CRM. One system for customer and prospect management.
Using the latest security protection, iWin CRM gives you peace of mind only a world-class security infrastructure can provide. Azure meets a broad set of international and industry-specific compliance standards, such as ISO 27001. Rigorous third-party audits verify Azure’s adherence to the strict security controls.