Allegis can equip you with the right tools to help you serve your clients better. In many cases, you only get one chance to get it right. Let us give you a competitive advantage and the support to fully leverage that advantage.
Broad and Unique Carrier Selection
Our variety means you’ll never lose a case to the competition.
Full Access to Proprietary Strategy Tools
Provide needs analysis and recommendation reports for delivery to your clients. These tools gives you a professional edge and help educate the client and move them to action.
Underwriting Resources & Carrier Leverage
Put the best possible offer in front of your client.
Regular Lunch & Learns, Virtual Training, and our Altitude Retreat
Enjoy the perks of affiliation while exchanging effective sales and marketing ideas.
Allegis equips you with the right tools to help you close more sales.
Enjoy greater success getting in front of prospective clients. Our living is made when we are in front of clients. Allegis helps you market both your practice and yourself. We all win when you are seeing more clients, and Allegis supports a number of programs to help you do just that.
Allegis offers various tried and true, turn-key seminar marketing programs. Programs include all you need to succeed including invitations, presentations, and training. Some of our seasoned agents will even deliver a few seminars for you to model the way and get you going. Contact your marketing consultant for more information.
Ask any successful business owner and you will find that referrals are the life-blood of their business. Allegis will train you how to develop referral networks and increase your ability to gather high-quality referrals. Without exception, referrals are the best and lowest cost way to build your client base. Contact your marketing consultant for more information.
For over 10 years, we have been helping agents develop income-producing relationships with CPA’s, attorneys, and P&C firms. Our turn-key program gets results and our in-house CPA helps you net and land these relationships. Contact your marketing consultant for more information.
Policy and Beneficiary Audits
These turn-key programs give you all you need to successfully perform policy and/or beneficiary audits. These services are a huge value to consumers and help you get in front of more people. Contact your marketing consultant for more information.
Private Reserve Strategy and Circle of Wealth System
These proven programs deliver the tools you need to launch and sustain a successful career. They will change how your clients look at their money for the rest of their lives and it will change your career!
Veteran Benefits Program
This marketing program gives you the tools to help veterans gain access to valuable government benefits of up to $23,388 per year. Contact your marketing consultant for more information.
Break the ice with prospective clients and referral partners! This proprietary Allegis program offers you a fun and creative way to connect with clients and prospective clients through College and other athletic event pick em’ contests. This has brought in some nice cases and relationships.
Back Office Support
Let us be your back office! Allegis has built a world-class back office that is easy to do business with.
Seasoned Underwriting Services & Tools
We have the ability to get you the best possible offer on all your cases and to help you place those challenging hard-to-place cases. Our chief underwriter has over 25 years of underwriting experience. He will help you position the case, work with carrier underwriters, get the best offer and get your case placed.
A Seasoned Team of Professionals
Each with several years of experience in doing what they do!
Easy Paperwork Submission
Electronic app, fax, email or mail.
State-of-the-Art Website and Technology
Paperless office, VoIP call center technology, electronic applications and more! You can access our website anytime to track your Allegis Points, run quotes, access forms, and much more.
App-Assist Programs with Several Carriers
Submit a simplified one-page app, and we do the rest!
Once and done! Take 10 minutes to fill out our contracting kit and you can be licensed with any or ALL of the carriers we represent.
Let us be your back office!
Allegis Advisor Group’s commitment to you and your family is evident in our first-class, comprehensive benefits package:
- Dental and Vision Care
- FICA Match
- Flex Spending Account
- Dependent Care Account
- 401(k) Match
- Base Group Life
- Spousal, Dependent Coverage
- Voluntary LTD
- Designation Reimbursement Program
- Educational/Gift Match
- Medical Benefits
Receive top-notch benefits
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