Recommended Programs

Active Retention

Brief Description:
Active Retention offers agents and brokers Client Service Reviews™ and related products and services. The Client Review™ survey process allows Active Retention to gather deep, candid information about an agency’s best clients. The Program enhances customer loyalty, retention and generates cross selling and referral opportunities.

Agility Recovery Solutions

Brief Description:
Agility Recovery Solutions offers an affordable and comprehensive business recovery process. Agility has evolved into one of the premier providers of on-site recovery solutions in the United States and Canada. Headquartered in Charlotte, NC with distribution centers in Atlanta, GA and Mississauga, Ontario, Agility maintains $35 million of equipment in stock, with direct access to additional millions of dollars of equipment and prioritized relationships with some of the world’s most respected organizations.

Complete Security Investigations (CSI)

Brief Description:
Complete Security Investigations performs pre-employment screening. CSI offers a comprehensive process to provide employers with the most up to date and accurate information available so they can make informed decisions and greatly reduce the risks of litigation.

The President & CEO of CSI (Kevin Conrad) will make himself available to you and your clients for educational conference calls as well as consulting on proper background screening techniques and policies.

Compliance Check

Brief Description:
Compliance Check is an educational program designed exclusively for insurance agents to assist their clients navigate compliance issues with applicable federal rules and regulations. Recognizing that losses can vary from minor accidents to major catastrophes, Compliance Check enables agents to identify an organization’s exposures to loss and determines how well positioned the company is to control loss should one occur.

Employment Labor Law Audit (ELLA)

Brief Description:
Developed by Laurdan Associates, the Employment Labor Law Audit (ELLA) is the nation’s leading HR auditing and employment practices liability risk assessment tool. ELLA® provides organizations with a systematic, structured approach to examining and evaluating their human resource and employment practices risk management activities, policies, practices, procedures and outcomes. ELLA® is designed to help users:

• understand important workplace principles and comply with current legal requirements;
• ask the right questions about HR policies and procedures;
• measure and benchmark organizational results; and
• identify and prioritize the tasks necessary to achieve positive employee relations, to enhance the value of their human capital and reduce the risk of employment related claims and lawsuits.

Environmental Risk Managers, Inc.

Brief Description:
Every business faces direct or indirect environmental exposures. From the environmental Strategist certification, competitive environmental intelligence, live seminars, sales strategies, access to major environmental carriers….environmental Risk Managers (eRMI) is your strategic environmental partner. The certified environmental Strategist ™ (eS) staff at eRMI will offer you proven environmental strategies to drive growth.

HCap Search

Brief Description:
HCap Search offer agents, brokers and carriers executive search services. For over 30 years their professionals have identified the best talent within the insurance industry. Their services provide their clients with the ultimate competitive edge: superior human capital.

HR That Works

Brief Description:
HR That Works is designed to help middle market organizations build HR departments, HR careers and enhance their company’s bottom line. Its strategies, training and tools help hire, retain, motivate performance, manage compliance obligations and much more. Member clients have access to an HR Hotline service managed by experienced employment law attorneys. HR That Works enhances the opportunity for broker of record letters and helps agents stay in touch with their clients and prospects.

Institute of Work Comp Advisors

Brief Description:
The Institute of Work Comp Advisors trains, tests and certifies insurance agents and brokers to alert business owners of hidden costs in their workers’ compensation program. This includes, but is not limited to, experience modification factor reviews, back to work programs, employee classifications, injury management and more.

Leadership Solutions, Inc.

Brief Description:
Leadership Solutions, Inc. offers agency principals and management teams advanced tools for strategic planning, developing people talent and enhancing leadership capacity. Its 21st Century Tool Box is especially designed for business leaders who desire Strategic Positioning – a process through which Leadership Solutions will enable agency principals and management teams to create a comprehensive business picture to facilitate incisive, visionary business decisions.

National Safety Council

Brief Description:
The National Safety Council is the nation’s leading safety and health membership organization. Through the Council’s key initiatives including Teen Driving, Safe Communities America and Emergency Preparedness, the Council supports businesses in their efforts to prevent injury and death both on and off the job. Today, the Council provides programs, products and services to more than 8 million individuals employed by 51,400 member facilities globally. For information on National Safety Council membership, contact Membership at 800-621-7619 or visit its website at www.nsc.org.

RiskMeter.com

Brief Description:
Risk Meter Online is an Internet application providing real-time property risk reports. By simply typing in an address, you will get back natural hazard information for a given location. Risk Meter can perform more than 30 different reports, including but not limited to: distance to coast, rating territory, flood zone, windpool eligibility, earthquake hazards and proximity to brush.

SilverPlume

Brief Description:
SilverPlume is the property and casualty insurance industry’s leading provider of electronic insurance and risk reference material. SilverPlume’s premier product, Sage Property & Casualty, is recognized as the most comprehensive online information reference tool in the insurance industry.

Sage Property & Casualty includes a core set of information that all property and casualty insurance professionals need, and can be expanded to include rules, rates and forms from the rating bureaus, as well as in-depth risk analysis from respected publishers. Sage Property & Casualty also has an easy-to-use and powerful search engine designed specifically for the insurance industry.

You may contact SilverPlume for a demonstration of Sage Property & Casualty (800-677-4442).

Strategic Coach

Brief Description:
The Strategic Coach Program helps entrepreneurs break through the “ceiling of complexity” to unlock their wisdom and create breakthrough results. The Program gives entrepreneurs direction, confidence, capability and focus. Participants are able to get to the next level in their business, and the freedom to enjoy a unique quality of life. Workshops are held in North America and the United Kingdom.

Telemasters, Inc.

Brief Description:
Telemasters has created a unique process for achieving superior results over the telephone. The process will enable you and your associates to transform the outcome of every call into a professional image, enhanced relationships leading to a competitive advantage in your market. Telemasters’ unique process overcomes the fear of prospecting, dealing with objections and wasting time with the wrong people.

Wellness Coaches USA

Brief Description:
Wellness Coaches USA is the pioneer and leading national provider of workplace wellness coaching, an innovative, powerful new approach to wellness services for employers. Through the integration of the unique power of live, face-to-face wellness coaching with its comprehensive, systematic workplace based wellness process, Wellness Coaches USA offers the most effective workplace wellness solution available in the marketplace. The process documents positive impacts on healthcare utilization and employee injuries.