HERE’S HOW TO GET YOUR COMPLIMENTARY COPY OF DO or DIE

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 Prospecting by calling 60 days before the renewal date & asking to quote is simply outdated.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:

• Consulting
• 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.

DO or DIE became the blueprint for our agency’s reinvention efforts.

—Ty Miller, Principal
    Shirazi Benefits
    Greeley, CO

DO OR DIE is an essential survival guide for the benefits agency.

—Robert Shestack, EVP
    AmWINS
    Philadelphia, PA

Reading DO or DIE started me on our journey with Nelson & Scott of reinvention & massive growth, which led to becoming “Benefit Adviser of the Year.” DO or DIE showed the way.

—Tim Olson, Managing Partner
    The Olson Group, Omaha, NE

Solutions

Growth Consulting

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.

Agency Diagnostic

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.

Executive Coaching

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.