If you are interested in buying, selling, or perpetuating an agency we can help you achieve superior results.
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Planning • Compensation • Agency Valuation • Mergers • Marketing • Perpetuation • Training • Acquisitions • Retention • Profitability • Workflow • General Consulting • Expert Witness
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Our resource center will provide you with informative articles, publication references, dates and locations of our lectures and other information.
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Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency.
As an agency, it is critical that we operate in the most effective and profitable way possible to protect the interest of our customers, staff and carriers. Becky was able to provide us focused direction in target marketing, field underwriting, retention efforts, and the most efficient use of our staff’s time. This allowed us to become a more productive and profitable agency. She provided hands-on staff training resulting in quality growth which allows us to maximize our contingency commissions year after year. We appreciated the dedication and commitment she gave our agency team to succeed.
John Jacobs
Jacobs Insurance, Inc.
West Palm Beach, FL
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