Redbird helps insurance industry companies scale sustainable revenue through our four part delivery of customer experience services, digital transformation, process implementation, and business development strategies & tactics.
What’s our competitive edge? We’re consultants with deep operator experience that have a proven ability to roll our sleeves up, get to work, and deliver meaningful and measurable results.
Below is a brief look at our key services. We invite you to connect with us for a discovery call to determine if Redbird fits your business needs.
Introductory Consulting Engagements
One hour sessions with our senior leadership team help identify your needs, prioritize strategies and tactics, and work together to deploy actionable and realistic next steps.
Digital Transformation: Customer Acquisition and Retention
Whether it’s copywriting for customer newsletters, lead generation via ppc campaigns or SEO, technology stack implementation / integrations, customer journeys, or customer retention / winback campaigns, our team of experienced professionals, developers, designers, and creative writers are laser focused on the insurance industry and know what it takes to drive efficiency and results.
Fractional Executive Leadership
This is for agencies who know it’s time to bring in expertise in areas of sales, marketing, operations, and technology but aren’t quite ready for the expense of a full-time executive. Access our internal team and network of proven business leaders on a fractional basis to help you bridge the gap between now and making the full-time commitment.
Keynotes, Sales Training, and Workshops
You can access proprietary sales language that has been used to write millions of dollars in new business every year for both life insurance, Medicare, annuities, long-term care, and disability income. Our team of industry experts are available for onsite training sessions, conference keynotes, or one-on-one coaching. New sales training platforms coming soon!
Strategic Partnership Programs
We have helped numerous agencies stand up strategic partnerships in their communities to help drive more sales. Common partnerships include CPA firms, physicians, banks, and estate planning attorneys. Our team can help you stand up your strategic partnerships and deliver pitch deck designed to position you as the expert to win more deals.
Redbird Delivers Elite Access!
We like to refer to these as growth shortcuts! 😉
- Access to technology and innovation that will make you a trusted steward of your clients’ needs and aspirations.
- Access to some of the smartest digital transformation architects, marketers and lead generation experts in the insurance industry.
- Access to top sales trainers, mentors, and coaches to teach you how to build a team of elite top producers.
- Access to marketing and growth strategies, like how to get insurance companies to help fund your growth.
- Access to our black book of contacts to make scaling your agency faster and more efficient.
Our exclusive network of partners represents more than 250,000 Medicare policies sold annually, $100+ million in annual life premiums sold and well over $1 billion in annuities.
You will get direct access to some of the greatest minds and capabilities in the insurance industry.