The best tools streamline your practice, give a competitive advantage
and increase the quality of service you provide to clients.
We provide needs-analysis and recommendation reports for delivery to your clients. These tools help educate the client and move them to action.
Put the best possible offer in front of your client.
Our living is made when we are in front of clients. Allegis supports a
broad range of programs to help promote your practice and increase
Allegis offers various tried and true, turnkey seminar-marketing programs.
Programs include all you need to succeed including invitations,
presentations, and training. Some of our seasoned agents even deliver a
few seminars for you to model the way and get you started.
For over 10 years, we have been helping agents develop income-
producing relationships with CPA’s, attorneys, and P&C firms. Our turnkey
program gets results and our in-house CPA helps you net and land these relationships.
These proven programs deliver the tools you need to launch and sustain a
successful career. Change how your clients look at their money and
change your career.
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
events and contests.
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
These turnkey 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.
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.
Back Office Support
Let us be your back office! Allegis has built a world-class back office
that is easy to do business with.
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 and will help
you position the case, work with carrier underwriters, get the best offer
and get your case placed.
Paperless office, VoIP call center technology, electronic applications and
more! Access our website anytime to track your Allegis Points, run quotes,
access forms, and much more.
Submit via our app, fax, email or mail.
Each with several years of experience in doing what they do!
Submit a simplified one-page app, and we do the rest!
One 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.
Reach out to us
We'd love to tell you more about what we do and how we can help your independent practice.
Lunch is on us!
Sign up for our newsletter to enter
monthly $20 Visa® cash card drawing.
Straight to your inbox! Product updates, sales ideas & tools, giveaways and more.
Emails are usually sent 3-5 times per month.
No purchase necessary to win. Open only to legal residents of the fifty (50) United States (including District of Columbia) who are at least eighteen (18) years old at the time of entry. Allegis reserves the right to change the prize amount or terms of the giveaway. Only 1 entry per-person allowed. Winners are selected at random and are announced the first week of each month and are notified via email. If a potential winner does not reply within 1 week of notification another winner may be selected. Void where prohibited by law.