Increase your agencies income, value and independence by following this path to success
Even without a direct appointment with a carrier, members can submit accounts through the VIAA Access Plus department and quote/bind policies with almost every carrier that partners with VIAA. This provides a member the ability to win accounts they may lose otherwise, but also provides an opportunity for a member to get direct appointments by demonstrating production. This is all done at a compensation split that is higher than the typical wholesale solution.
VIAA has two full-time employees designed to help agencies improve their sales and profitability. Examples of things they have repeatedly helped Members with include; 5 year performance projections based on your goals, Foundation training from Captive to IA, new hire training, on-site mentoring and consulting, etc.
VIAA offers workshops and webinars on a monthly basis centered around technology and efficiency solutions available to help agencies improve their digital infrastructure and knowledge. Previous workshops include; Google My Business, Zapier, Vetting CRM sytems, Canva Designs, etc.
Because all members share in the success or failure of our group collectively maximizing profit sharing, VIAA provides heavy assistance with proper book management practices and issuing policies that meet or exceed recommended coverage limits. VIAA has a staff person responsible for monitoring losses and risk analytics, identifying unhealthy trends, and coaching Members where necessary.
VIAA provides access to several life programs and offers a benefits partner for members to work with when needed. Both SIAA and VIAA offer solutions at the high end of the compensation scale and with an easy and efficient submission process.
VIAA has developed a proven fast-track system that is designed to help new members become successful and profitable in the independent channel. This development program is provided as a part of the first 60 days as a member and helps create a solid base for a member to maximize their profit and build wealth.
SIAA offers an on-demand video learning library with training tracks designed for specific roles within the agency. This training resource is designed to help member agencies increase growth, income and value and also assists member agencies in preparing for the future.
SIAA offers a step-by-step program designed to efficiently build a targeted commercial lines book of business. This course is designed to help agencies (or a producer) learn how to write commercial insurance. This is the perfect springboard to start rounding your agency book. SIAA offers 3-4 classes per year.
SIAA offers a training and mentoring program that provides insight and tools to help member agencies become the trusted advisor to successful households. This course designed to help agencies learn how to properly cover personal lines in the mass affluent space. SIAA offers 3-4 classes per year.
Access SIAA insurance programs that are available exclusively to member agencies. This program platform offers easy access, a streamlined submission process and niche program opportunities that aren't available to most traditional agencies.
An exclusive, web-based resource for member agencies to access numerous excess and surplus lines and specialty markets, as well as Strategic Partner program business.
Never have to pay for continuing education courses again or lose your staff for the day while attending classroom CE! Through the Training & Learning Center, SIAA offers continuing education courses and credits available at no additional charge.
I can help with...
HR Contract Inquiries
Employee Compensation, P&P's, Hiring
A member once needed my assistance with a producer that was not happy in her position. After performing an assessment test (Kolbe Test) it was discovered she was a better fit for a CSR position. Even though this was a pay-cut, the employee was very thankful and admitted she wasn't comfortable as a producer. That employee is still employed with the Agency Member today.
Access Plus Training
PL Rater Training
Rating System Program Training
I assist in all website and Access Plus training for a new member. Also, there are a handful of carriers to where I am the admin for all of our members. So if one of our ISM’s is having issues with a carrier login or access and they contact the carrier, and the carrier tells them to contact VIAA to fix, they need to contact me for resolution.
I can help with:
Evaluate current income projections and match them up with the opportunities VIAA has to offer.
I can best explain the value of VIAA for you and your business
I'm on the front end helping agencies evaluate their current opportunities and presenting them with the value of VIAA. Under my direction, our existing Illinois members have averaged 39% premium growth and a total revenue lift of almost 25% year-over-year.
Carrier Relationships Liaison
Maximize Co-op Dollars
Significant Carrier Troubles
I'm an excellent traffic director - If a Member is having an issue with a company representative, underwriter, or claims department, I facilitate the meeting to help find a resolution for whatever the situation is.
Add or close company sub-code
Agency / address changes
I have helped all members navigate through NextWeb, our payment portal, and the VIAA website. I help with planning and running the digital workshops, adding or closing company sub-codes, as well as login creation and password resets.
Best practice support
New hire training support
New member on-boarding
On-site mentoring and consult
5 Year performance development
Foundation training from Captive to IA
A current member was having issues with growing new written premium. After reviewing prior production numbers and internal agency P&P's, I identified decreased production due to lack of quality incoming leads and lack of retention due to poor customer on-boarding. A year long action plan was put into place to improve the number of quality lead sources and to help establish solid customer on-boarding strategies. The agencies quote volume increased by 200 in less than one year, the agencies retention improved by a couple points, and new written premium increased by almost 30%.
Digital Marketing Support
Social Media Sharing
Traditional Marketing Advice
A member wanted to boost their Google Review number. I had given her examples of how we asked for Google Reviews in house and supplied her with scripts to follow as well as an email template. Within 1 week, she had received 7 Google Reviews. She has made asking for Google Reviews a part of her daily routine and receives them consistently.
Access Plus for Commercial Lines
Marketing coverage questions
I help members place business if they do not have a direct code, and also assist by mentoring if they are not familiar with commercial lines coverage and risks. I also have a background in workers comp and assist members with classification questions and payroll and claim questions.
" I have worked with Michael many times and he helped me tremendously with getting my scratch agency off the ground. He is a wealth of knowledge and an overall great guy.
- Agency Member Testimonial
I can help existing agencies navigate through handing their agency down to the next generation. I also taken great pride in finding young agents with the passion and drive of a business owner, and setting them up with established agencies for possible perpetuation down the road.
Access Plus for Personal Lines
I do follow up training and walk through an actual quote or two with the member to give tips and tricks on working with their specific rater system as well as some company tips for those carriers they are going to access through Access Plus for personal lines.
I can help explain how profit sharing totals are distributed. I'm happy to share PMSF reports upon request.