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Why work with Redbird?

Redbird helps insurance agencies across the country write, place, and retain more business through the delivery of customer experience services, sales process training, and business development tactics to maximize the customer acquisition process.

Redbird Benefits At-a-Glance

Below are just some of the programs available that agencies love.

  • One-on-One Agency Consultations.  One hour sessions with our senior leadership team to help identify your needs, prioritize strategies and tactics, and work together to deploy actionable and realistic next steps. Learn more about our agency consultations.
  • Redbird Digital Marketing Playbook. 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.  Learn more about the Digital Playbook.
  • 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. One-on-one consultations are the best way to engage with us before determining if the fractional program is a fit for you.
  • Sales Training Programs.  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 proven sales trainers, mentors, and coaches to teach you how to become a top producer.
  • Access to some of the smartest SEO and lead generation marketers in the insurance industry.
  • Access to innovation that will make you a trusted steward of your clients’ needs and aspirations.
  • Access to marketing and growth tips like how to get insurance carriers to help fund your growth.
  • Access to top carrier contracts to build your book of business based on value to your customers.
  • Access to our black book of contacts to make building your agency easier.

Our exclusive network of partners represents more than 250,000 Medicare policies sold, $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.

Work with our team and grow you agency.

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