Consulting Services

At Renovo, we understand all businesses are different, and have unique needs and opportunities. Whether you’re a small insurance agency or a large multi-location company, Renovo Partners has the ability to cater to your needs and provide you with solutions. Renovo’s tools and techniques are field tested and are proven to work.

We’ve developed programs geared toward addressing your current challenges and future business opportunities.

Agency Take Control Program

Are you maximizing your agency’s sales potential?
Is inconsistent execution undermining your business aspirations?
Is your team aligned and ready to exceed their goals?

The obstacles that prevent the best of agencies from realizing their maximum potential can be overwhelming. Renovo understands the challenges of staying focused while building, growing, and managing an agency. This is exactly the reason we have developed our Agency Transition Series. We have taken our years of insurance experience and knowledge to deliver a series that addresses the various components of a successful agency in a strategy and plan that you own. This series enables you to not only define your goals, objectives, and strategy, but focuses on helping you create actionable plans that yield positive results aligned with your ambitions. In the end, it enables you to understand your business like never before and take control of your agency.

The series provides industry proven best practices, techniques and tools to address issues around:

* Recruiting & Staffing                                     * Compensation

* Training/Coaching                                        * Sales Funnel Management

* Marketing Execution                                    * Business Planning

* Financial Analysis                                        * Communication

* Service Approaches                                      * Customer Experience

Our Agency Business Building Program is delivered in 3 distinct stages:

Define Your Transition – in-depth look at where you are at and where you want to go

Develop Your Gameplan – series of work sessions to determine the actions you need to take to effectively grow and manage your agency

Execute Your Transition – series of work sessions to finalize your actionable implementation plan

Distribution Excellence Platform

Consistency, effectiveness, and focus, these are just some of the challenges facing leaders of insurance and financial services distribution channels.  Producers at all levels are looking for support and guidance for how to growth their business, deliver an extraordinary client experience and manage the bottomline. At Renovo Partners, we have taken our proven programs that work at the agency level, and developed platforms for them to be applied at the channel and carrier level. The platform ranges from the strategic end of distribution planning, to the execution of best practices around training, compensation and performance management.

Contact us today for more information or questions you may have regarding how our consulting services can bring your sales force to life.

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