AbacusNext is an industry-leading vertical SaaS provider for the compliance-focused Professional Services market. We provide purpose-built, cloud-based solutions for small and medium-sized Legal and Accounting firms to support a secure and cloud-enabled practice. Our highly diffe
Agency Brokerage Consultants is an experienced, national mergers and acquisitions firm serving individuals and companies seeking to acquire or sell insurance agencies or brokerages. We are a professional transaction advisor, marketing organization and intermediary between agency
Agencies are over-sold on silver bullet solutions without someone to call their bluff.
Inusrtechs supporting agencies are overlooked for a few unicorns that intend to eliminate humans altogether.
Agency Insurtech has more than a decade of firsthand experiences and relationships
The team at Agents Alliance is comprised of a group of experts who help agents transition seamlessly to the independent insurance side with its turn-key services and custom onboarding process.
An Impartial Advisor.
Amicus Advisors, Inc. is a Texas-based, Service Disabled, Veteran Owned Small Business.
With over twenty years in the data center, cloud, cyber and managed services fields, Chuck brings a level of experience to Amicus clients that is unparalleled in the in
Our clients have driven our evolution towards becoming a full-service insurance consulting firm. As agency challenges evolve, so do our services. Our exclusive team of consultants, accountants, and insurance specialists has a passion for thinking outside the box and a relentless
Helping organizations make the changes needed to seize competitive advantage—and to win—has always been BCG’s raison d'être. Since 1963, we have been helping leaders and their organizations build lasting advantage. The independent spirit handed down from Bruce Henderson, BCG's fo
With over 25 years of providing consulting services for the property & casualty insurance industry, Burand & Associates, LLC is recognized as a leading industry consultant. We strongly believe we can make a positive impact on the insurance industry through our consulting services
We are among America’s largest and most admired insurance brokerage, employee benefits and risk management consulting firms. Our roots trace back to 1959, we have offices all along the East Coast, and we serve clients worldwide.
We’re also an industry leader in providing high-ris
We have developed a world class, web-based solution that allows an employer or broker to input the information into the system and create documents for download in a matter of minutes. This solution, Wrap–Tight®, compliments our consultative solutions and is targeted toward small
Develop your step-by-step plan to exit your small business.
ExitGuide is a tool that empowers you to drive the right exit strategy for your business; now or in the future.
Built by brokers, Ferro provides the data endpoint that the commercial P&C industry needs. Focusing on the client, we've simplified the client-broker-insurer interaction. Whether you're a broker or insurer, Ferro provides the data you need where you need it and when you need it.
Insurers around the globe are coping with the challenges of escalating competition, strict regulations, decreasing profit margins, and increasing customer demands. Insurance Support World helps insures streamline and simplify their operations. Since its inception in 2009, Insuran
Mr. Swierkiewicz has over 50 years of experience in property and casualty insurance and reinsurance underwriting, claims management, company startup, marketing and product research. He is a former Chief Underwriting Officer of a reinsurer and its subsidiary, an excess and surplus
Jacobson's marketplace longevity creates an extensive industry network, a unique insider perspective and a reputation for excellence. Regardless of the need or situation, Jacobson is the insurance talent solution and is dedicated to serving clients' needs through a variety of c
Law Ruler is a functional and propelling enterprise software that transforms traditional, complex workflows into simplified, growth-oriented cloud solutions for Litigation & Plaintiff firms.
We meticulously combine technology and expertise to position your firm for growth.
We bel
In 1981, MarshBerry was founded on serving the unique needs of each client with customized, results- oriented valuation and M&A solutions. We believed that our unmatched capabilities in intellectual capital and data analytics would help our clients amplify their value creation. I
We are the leading provider of Insurance Agency Errors & Omissions loss control programs. And, as the endorsed E&O Audit provider for several state agency associations and E&O carriers, TMG has developed a standard audit process and reporting format preferred by many E&O underwr
Prior to creating Premier Strategy Box, our CEO started an independent insurance agency from scratch and later grew it to over $3 Million in revenue in three short years.
Our CEO has provided valuable expertise and consultancy to clients through diverse subjects, including insura
At Mystic Capital Advisors Group, our guiding principles are trust, transparency, and integrity, which guide the way we conduct business and serve our clients. At the core of every decision we make is our ethical duty to act in the best interest of our client. Every client engage
Network Solutions Provider is a Technology service and solutions company, a leader in business and technology Optimization. We empower businesses, governments, and communities to solve their toughest challenges.
Network Solutions Provider empowers the leading innovative transform
Champions for Independent Agents.
Ohio Insurance Agents (OIA) is the premier trade association for independent agents in the state. We help our members protect consumers and employers by offering access to the best resources, tools and professional development programs available.
We grow and achieve new heights together with you, sharing our strongest skills and knowledge to deliver solutions that bring real value.
13+ Years of experience
40 Pros in the team
70+ Projects delivered
5 Stars ranked by Clutch and Goodfirms
Paychex, Inc. (NASDAQ: PAYX) is a leading provider of integrated human capital management solutions for payroll, benefits, human resources, and insurance services.
Paychex was founded in 1971 with an insight by B. Thomas Golisano. Payroll is complex for small and medium-sized bus
Q5 was born in 2009 as companies around the world faced the fallout of the worst financial crisis in generations. We believed we could offer something different to help global businesses respond more effectively to the challenges confronting them, with benefits that lasted beyond
Since its founding, Reagan Consulting has been committed to providing clients with exemplary strategic, valuation and M&A counsel. Launched in 1995, our team of financial and insurance professionals gained immediate recognition as the creators and authors of the annual Best Pract
Policies. Processes. Procedures. We fine tune operations.
Winning without cold calling. Happy to share our secrets.
Business ownership and leadership are hard. We are your Sherpas.
Our company was in need of marketing support from product launches to setting yearly initiatives.
We believe there is no such thing as a “one size fits all” implementation approach. We go the extra mile to ensure that our plan adheres to your business needs and aligns with your desired outcome.
We believe a diverse knowledge base provides a means to pair our partners with usa
The key to staying ahead is investing in the right approach and tools to position your agency for success—now and in the future.
A modern, intuitive client digital experience is key to providing the anytime, anywhere service clients expect.
Manage your business with integrated so
Our CEO and Founder, Alicia Pounds, started TRUST Consulting Group in 2003 as a small family business in Austin, Texas. We started with a small number of clients providing customized WOTC (Work Opportunity Tax Credit) solutions for their business. Today, we are one of the nation’
Don Gulling is the Founder and CEO of Verteks Consulting. Don is an experienced IT professional, project manager and system architect with over 21 years of experience in the IT field. Don began his IT career in 1987, working as an application programmer for a company providing ad
From day one, our clients experience the X by 2 kind-of-different. We listen, we advise, we empower our clients through knowledge-sharing. Then we take their objectives and we deliver.
Our team has specialized in healthcare and insurance for over twenty years. We’ve seen the indu
From the Forum
10/14/2021 by Jason Walker
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