Agencyperformancepartners

East Greenwich, Rhode Island, United States

Live virtual training and strategic planning for insurance agency teams

Agency Performance Partners works with insurance agencies on strategic planning, sales training, and day-to-day performance issues, from onboarding new producers through Insurance 101 to sharpening renewal reviews and retention sales processes. Training is delivered live through instructor-led virtual sessions rather than static courses, covering commercial insurance sales, rate increase conversations, customer service, and leadership development.

Beyond individual skills training, the agency addresses how insurance agencies run day to day: time management, agency efficiency, and retention, packaged under what it calls its Agency Performance Program. A companion Insurance 101 Glossary of Key Terms is offered as a resource to shorten the learning curve for new hires and teams building foundational knowledge.

2
YEARS IN BUSINESS
8
SERVICES

Capabilities

Services

What these services involve

Back Office Services
Back Office Services for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.
Customer Support BPO
Customer Support BPO for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.
Data Entry and Annotation
Data Entry and Annotation for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.
Dedicated Teams
Dedicated Teams for staffing and outsourcing buyers. Clear scope, measurable outcomes, and reliable delivery.

Agency details

Founded
2024 (2 years)

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