The Change Imperative
What used to work so well for agencies doesn’t work anymore. The Status-Quo Agency is a relic of an era now past.
Agencies no longer can compete just spreadsheeting the medical and managing the renewal. Prospecting by calling 60 days before the renewal date & asking to quote is simply outdated. The best benefits firms are providing so many more solutions – so much more value – to employers.
Do nothing to change your agency and you can be certain that you will soon be irrelevant and unable to compete. It truly is do or die.
But an agency that transforms into a NextGeneration Benefits Firm® can remain competitive in the market and achieve the key agency goals of relevance, profitability, independence, and growth.
Bottom Line Solution’s transformation process is based on the post-ACA agency business model outlined in Nelson Griswold & Scott Cantrell’s industry bestseller, DO OR DIE: Reinventing Your Benefits Agency for Post-Reform Success.
The NextGeneration Benefits Firm® business model is built on the four key agency growth areas of Portfolio, Marketing, Selling, and Management. By maximizing each of these, you will transform your agency into a NextGeneration Firm positioned to compete and grow.
Bottom Line Solutions works with agency leaders to transform their firms through:
- Executive Coaching
- Agency Growth Mastermind Partnership (peer-exchange network for agency leaders)
- Agency Services including:
- Agency Diagnostic
- Agency Growth SWOT Analysis®
- Agency Efficiency Audit
- Voluntary Benefits Practice Builder®
- Advisory Selling® Consultative Sales Training
- High-ROI Marketing® Plan Development
- Outsourced Prospecting & Lead Generation
Nelson Griswold & Scott Cantrell’s industry bestseller, DO or DIE: Reinventing Your Benefits Agency for Post-Reform Success, has changed the way benefit agency leaders view & run their firms.
The book unveils a new, post-reform agency business model focused on the key agency growth areas of Portfolio, Marketing, Selling, and Management. Nelson & Scott provide step-by-step guidance along with proven business-building strategies.
The consultative, solution-focused NextGeneration Benefits Firm immediately differentiates an agency and positions it for growth.
For agency leaders across the country, DO or DIE is the blueprint for building their NextGeneration Benefits Firm.
Organic growth is hard for most agencies, but our NextGeneration Benefits Firms are adding locations and driving 25% to 50% and more in annual organic growth.
SEE AN AGENCY SUCCESS STORY
Who Are We
Nelson L. Griswold
Founder & President
Nelson Griswold is the employee benefit industry’s premier agency growth strategist. A recognized authority on consultative selling and cross-selling, he consults on growth strategies with some of the industry’s top benefits firms and leading carriers & vendors.
A highly-regarded thought leader, he writes a monthly column for Employee Benefit Adviser magazine and is a popular keynote speaker at industry events.
Scott Cantrell is one of the insurance industry’s leading marketing & practice management consultants. He is a top expert in direct marketing strategies that that can be held accountable for results and ROI.
With his partner, Nelson Griswold, Scott has created an influential national network of some of the nation’s most progressive employee benefits firms.
Practice Leader, HR Consulting Practice
Faith Lester has almost over 25 years’ experience managing surgery practices with annual revenues of $10-$40 million. Her expertise covers all aspects of Human Resources & Operations – including hiring, client service, workflows & processes, finance, and personnel development – as well as client experience and company culture.
Bottom Line Solutions, Inc.
Bottom Line Solutions is the leading agency growth consulting firm in the employee benefits field, transforming benefits agencies across the U.S. with proven growth strategies and practice management.
Agency clients include such premier national firms as Aon Hewitt and HUB International and leading independent agencies throughout the country. BLS clients have received top industry honors and have been recognized by the industry’s leading publications and organizations.
Additionally, Bottom Line Solutions is a leading strategic consultant to carriers and other vendors on broker distribution & activation, voluntary benefits, and next-generation engagement & enrollment strategies.
What Clients Are Saying
Agency Transformation Blogs
This premier level of engagement is reserved for clients who desire custom guidance, advice, and development of strategy, processes, and tools to help propel their firm to the next level of success. This is the highest level at which you can engage Nelson & Scott.
We provide an in-depth assessment of your agency against real-world benchmarks that reveals its readiness to grow. You receive best-practice strategy recommendations and specific steps you can take to move your firm toward more growth, greater efficiencies, increased top-line revenue, and higher bottom-line profits.
Sales Training & Coaching
In a two-day interactive sales training based on our proprietary Advisory Selling® consultative sales system, we work with you & your producers to develop & refine critical sales skills. These skills increase the conversion rate, accelerate the sales cycle, maximize the cross-sell opportunity, and make selling more enjoyable. The system also makes pipeline & sales management easier.
By consistently working one-on-one with a firm’s leadership and/or producers, we are able to guide and direct a firm’s decisions effectively in “real time” to ensure the firm puts the odds in its favor from strategic decisions such as selecting a niche or possible acquisition to tactical questions such as which ben admin system to choose or how to maximize voluntary participation in an account.
Agency Growth Mastermind Partnership
Executive peer-exchange program consists of top, non-competing agency leaders from across the U.S. who come together quarterly to share best practices; solve problems; innovate new growth strategies; and provide support, encouragement, guidance, and accountability to one another. Partnership benefits include formalized executive coaching.
Outsourced Prospecting & Lead Gen Partnership
Acting as a seamless extension of your agency, our “Client Attraction Machine” provides an “end-to-end sales solution” to identify and engage your ideal prospects and position you to win new business.
Discover the Secrets of Agency Hyper-Growth in This FREE REPORT…
GET THE INSIDE STORY of how one agency leader grew his benefits firm 55% and was named “Benefit Adviser of the Year”…
Imagine being able to drive consistent organic growth in your own firm and remain RELEVANT, stay INDEPENDENT, become more PROFITABLE, and position yourself for even greater GROWTH….
That’s precisely what The Olson Group’s Tim Olson did to become Employee Benefit Adviser magazine’s 2015 “Benefit Adviser of the Year.”
Today, we’re giving you the opportunity to discover the same proven methods for growth that Tim Olson implemented to experience such dramatic and lucrative growth in a new report from agency growth experts, Nelson Griswold & Scott Cantrell.
Here’s just a taste what you’ll discover in this powerful report:
- The four areas critical to your firm’s ability to grow organically
- Case study of a firm that generated $300K of new revenue in just 8 months
- And the story behind the 2015 “Benefit Adviser of the Year,” Tim Olson
Are You Ready to Transform & Grow Your Agency?
Are you ready to transform your agency into a growth-oriented NextGeneration Benefits Firm?
Schedule a 15-Minute Call with us and learn more
about how we can take your agency to the next level.
Not quite ready to talk?
Then take our 2-Minute Growth Readiness Assessment.