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Vendor partners

Relationships built on trust.

About our vendor partners.

Iroquois’ Vendor Partner program is designed to bring to the attention of our Members a variety of insurance related vendors and, wherever possible, to negotiate discounted pricing for their benefit. Due to the diversity of our Members and their individual needs, we cannot and do not recommend any specific vendor for a specific Member, but encourage Members to investigate those of interest to them. As with all contracts you consider entering into, we recommend a thorough review of the terms and conditions prior to signing, especially with regard to the use and protection of your data.

Are we a good fit for you?

Find out
Agency Financing

Live Oak Bank

The Iroquois Group is pleased to announce a strategic partnership with Live Oak Bank designed to offer our clients a trusted financing partner. The insurance lending team at Live Oak is 100% dedicated to our industry. With over 40 years of industry experience, they understand the nuances of our business and can offer valuable education and resources. Learn more about the Live Oak + Iroquois partnership and a special discount offered only to Iroquois members:

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Agency Management System Providers

Applied Systems

The Iroquois Group is an Applied Alliance Partner. Through this program, Iroquois Group members get exclusive access to educational resources, industry best practices, and innovative new products to increase the value of your technology investment. “Technology is a critical asset for today’s independent agents and brokers to strengthen their relationships with insurers, operate more efficiently and deliver superior customer service to grow their businesses,” said Laurie Branch, Iroquois president. To learn more about Applied or for a complimentary technology consultation, click on this link.

EZLynx

EZLynx is the #1 comparative rater and the fastest growing agency management system. We offer innovative solutions—designed with today’s insurance shoppers in mind—so that you can manage clients through the complete customer life cycle. Leverage cloud-based software to accelerate growth, prioritize retention and streamline your agency’s workflows.

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EZLynx is the only agency solution that is truly ONE PLATFORM—for comparative rating, agency management and automation, accounting, eSignature, consumer quoting, email marketing, text messaging, client self-servicing, and so much more.

HawkSoft

The Iroquois Group has partnered with HawkSoft agency management system to give Iroquois members exclusive discounts on setup fees and conversions from other management systems.
HawkSoft has powered thousands of agencies for over 25 years, bundling all the core features you need to manage, grow, and measure your agency. We also offer API integrations with established service providers so you can expand your insurance technology stack the way that’s best for your agency.

Unique features. Transparent pricing. Seamless conversion from your previous system. HawkSoft offers more value than anyone else, which is why agencies stay on our platform for an average of 18 years.

Tarmika

Streamline your commercial lines quoting process — work better, save time, and increase efficiencies using Tarmika.

Tarmika is a single-entry tool that enables you to submit quote requests on multiple lines of business, gain new business, and provide enhanced customer experience.

What this partnership means:

  • Discounted monthly subscription cost for Iroquois members
  • See increased visibility and exposure to classes of business that have previously been difficult to attain
  • Easily access quotes performed on the Tarmika platform: they are saved in the carrier quote page in order to continue the bind process

More Details

Tarmika’s program includes:
If you would like to sign up for Tarmika with Iroquois’ discounted pricing, contact sales@tarmika.com and indicate that you are an Iroquois agent in the subject line.

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Vertafore

For over 50 years, Vertafore, the leader in modern insurance technology, has built and delivered best-in-class InsurTech solutions to connect every point of the insurance distribution channel.

Vertafore’s vision is: Insurance distribution that’s simpler, smarter, and more human. Its purpose is to simplify and automate the insurance lifecycle so that their customers can focus on what matters most.

To learn more about this new relationship, click here.

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A few Vertafore products, well-suited for Iroquois Group members

AMS360 is a comprehensive management system that helps you streamline workflows, improve renewals and retention, and make data-drive decisions to drive new business. With AMS360, you get more out of your technology, enabling your agency to be more productive, grow your book, and focus on the heart of your business – your customers.

Vertafore continuously invests in AMS360 to ensure it evolves with the changing digital landscape, meaning your agency is never behind. In the last few years alone, we have added over 25 features that were voted on by our customers.

PL Rating is the industry’s leading comparative rating solution that seamlessly connects agencies and carriers by enabling independent agents to quote multiple carriers in less time. In addition to the time saved from visiting individual carrier websites, reducing manual, duplicate data entry helps to mitigate the risks for E&O exposure and meets the evolving expectations for faster, on-demand services from the customers you service. With PL Rating, you can quicky provide customers with the most comprehensive options and accurate rates on the spot, giving them an overall exceptional customer experience.
AgencyZoom is the industry’s leading sales analytics and customer engagement automation solution made specifically for insurance agents by insurance agents. It helps you better manage leads, track sales, onboard new business, and retain customers. The easy to use, modern solutions within AgencyZoom create more efficient processes, automate workflows, empower employees, and help insurance agents grow and service their book of business.
QQCatalyst is Vertfore’s management system built for the modern independent agency. QQCatalyst provides operational, marketing, and sales pipeline management tools that automate and simplify the business behind the scenes so you can focus on strengthening customer relationships and growing your business. Its robust policy and client management, easy set-up that is ready to use out of the box, and marketing automation and third-party integrations, make QQCatalyst a staple for your tech stack.
ReferenceConnect centralizes information from over 40 insurance publications in an easily searchable, online system so you can unlock the potential to expand into new industries, identify cross-selling opportunities, and mitigate the chances for E&O exposures. With access to this library of resources and less time spent searching, your entire agency, however big or small, will be a trusted advisor to your customers.
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Client Experience Platform

GloveBox

GloveBox is the premium suite of client experience technology platforms tailored for the high performing independent agency. Built and engineered by top 1% prior agency owners, GloveBox is the solution that your agency has been looking for to decrease service burden, increase retention, drive organic revenue growth and deliver an amazing, omni-channel digital client experience. From the customer-facing mobile apps to the all new ClientHub, GloveBox allows your clients and prospects to get what they need, when they need.

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GloveBox brings proprietary carrier connections and workflows that allows your policyholders to:

  • Access live policy documents
  • Pay a bill direct
  • Start a claim direct
  • Access roadside direct
  • And so much more
GloveBox then customizes many of the workflows between your agency and your clients:

  • Automated policyholder AMS data
  • Document and certificate sharing
  • Current client referrals
  • New business quote captures for personal and commercial
  • Digital service request
  • Call, email, text and digital calendar hosting

Click on this link to schedule your discovery call and learn about our exclusive Iroquois 12 month money back guarantee.

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Cyber Security Management Provider

Gradient Cyber

Gradient Cyber, formerly known as @ Risk Technologies, is a cybersecurity partner operating primarily across the United States and specializing in small businesses and mid-market enterprises concerned about cybersecurity but lacking the staff to give it the attention it deserves. For a fraction of the cost of hiring one cyber analyst our cybersecurity team can be on the job 24/7 to improve your security.

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Gradient Cyber is a leading security operations center as a service (SOCaaS) vendor. With their proprietary extended detection and response (XDR) platform and expert cybersecurity team they help customers:

  • Understand and improve their current risk and threat posture.
  • Continuously monitor for and respond to advanced cyber threats 24/7.
  • Prepare employees to recognize and deal with social engineering attacks.

Their goal is to provide cybersecurity clarity and eliminate the noise.

For a limited time, Gradient Cyber is offering Iroquois members and their clients a complimentary, 2-week Introductory Risk and Threat Assessment helping see where your security posture stands today, what threats might be happening in your IT environment right now, and how you can improve your cybersecurity readiness.

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Digital Marketing Providers

Agency Revolution

Agency Revolution, an FMG Suite company, has served the insurance industry for more than 25 years with a marketing platform to help independent insurance agents automate their marketing communications processes, grow and build deeper more meaningful client relationships. From professionally designed websites backed by an award-winning content library, to a collection of relationship-building tools, Agency Revolution empowers the modern insurance agency with the services and digital solutions to grow and advance how they do business.

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Confluency Solutions

Confluency Solutions has been delivering websites and digital marketing solutions to independent insurance agents since 2004.  The core of any sound marketing plan today is a conversion optimized and search engineered website.  Start there, and take advantage of special Iroquois Group discounts and add social media marketing, email marketing and search optimization services as your agency’s marketing needs change.

More Details

Contact Confluency to learn more or to schedule a one-on-one consultation

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EzyTise

EzyTise is a Workflow & CRM Automation system designed to help insurance agencies scale their premium growth by automating up to 90 percent of their daily sales and marketing workflow process.

EzyTise is an all-in-one integrated set of tools including a full-fledged CRM functionality that’s packed with value … from task management, conversation hub, email drip campaigns, SMS marketing, pipeline management, social media posting, reputation marketing, sales funnels, websites, webchat, membership, WordPress, blog, online calendar, power dialer, reporting, and more.

More Details

Immediate access to EzyTise’s “Plug and Play” customizable templates to:

  • Automate your upcoming renewals
  • Cross-sell Monoline products
  • Lead & Prospect Nurture Campaigns
  • Retention & Referral Program
  • Reputation Management & Google Review campaigns
  • Unlimited Contact List
  • Unlimited Pipelines & Automation Sequences
  • 1:1 Onboarding and On-Demand Training Videos

For more information about your exclusive discount as an Iroquois Member, please visit https://ezytise.com/insurance-agencies-iroquois

Schedule a live demo

Insured Mine

InsuredMine offers Iroquois Member Agencies a digital platform to help them optimize and grow their business with multiple tools in one single platform.

InsuredMine is an add-on to any agency management system that helps insurance agencies consolidate multiple sales and marketing tools into an all-in-one solution that saves time and costs less. It includes Sales Pipeline, CRM, Marketing Automation, Drip Campaigns via Email/Text, Data Dashboard, Task Manager, Google Reviews, Mobile App, Goal Management and much more.

Members receive a discount and set up fees are waived. To learn more check out this YouTube video.

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Levitate

Your agency focuses on relationships. So should your marketing. With award-winning timely and informative content, our one-stop-shop features everything you need to authentically keep-in-touch with your network to drive referrals, boost retention, nurture your reputation, and upgrade your online presence. Best of all, Levitate will never leave you hanging. A dedicated Success Specialist will work with you to achieve your unique business goals.

Levitate is a client happiness platform designed to help independent insurance agents build authentic relationships with their clients. Levitate’s platform allows you to send personal emails at scale, post to social media, keep in touch with clients via text, send surveys, generate reviews, schedule meetings, automate communication, remember key facts about your contacts, build a website you love, and help you accomplish business goals with a personalized approach rather than boilerplate.

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My Insurance Videos

More and more, video is being used to communicate with existing and potential clients, and through an Iroquois Group agreement with My Insurance Videos, your agency can join in that trend. The best way to describe how video messages can amplify an agency’s message is to show it in video form: Click here for a 2-minute explanation.

More Details

There are more than 45 videos to make:

  • Your website better (Google likes video)
  • Your staff more productive (helps your staff sell more)
  • Your birthday & holiday touches better (Video is more personal)
  • Your social media efforts better

The Iroquois Group has negotiated a 15-percent discount for all Iroquois members. Be sure to mention you are an Iroquois agent to receive your 15-percent discount.

For More Information Contact:

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Hiring and Training

IdealTraits

Hire your ideal candidate with IdealTraits. Started in 2012 and founded on 25 years of insurance agency management experience, IdealTraits offers an insurance-specific platform and applicant tracking system (ATS) with the power to see the unique individual behind the resume; helping you find the right person for the job, the first time. IdealTraits offers a host of tools and professional services to make hiring the best candidate seamless. Our insurance-specific personality assessment has been backed by multiple university studies and validated by 13,000+ agencies with 60,000+ quality hires. 

More Details

Our program includes:
Learn More
Schedule a Demo

Contact Jeff Sophiea at the phone number or e-mail address below for more information or to learn about exclusive Iroquois Group discounts.

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SteadySales.com

How do we keep fanning the flames of our own desire to improve, yet peaceably  accept where we are? As a professional author, speaker and sales coach specializing in Independent Agencies, Sheldon Snodgrass delivers energetic, emotive and entertaining coaching (on-site & on-line) that translate our best sales intentions into sparks of action and improved outcomes.

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Sheldon has spent thousands of hours coaching soldiers, skiers, white water rafting quests, high school athletes, masters level Ultimate Teams, and Insurance Industry Professionals around the world.

In 2002, Sheldon launched SteadySales.com to help service people sell, and since 2008 has focused exclusively on the insurance industry.  He’s coached hundreds of agencies and thousands of CSR’s in collaboration with dozens of national and regional carriers, state associations, and industry partners.   Iroquois members are now eligible for a substantial 30% discount off his signature program, the CSR Sales Habit Builder Program.  (Already field-tested at Iroquois agencies in New York, Massachusetts, and Pennsylvania.

To learn more about us and take the first step in stepping up your online presence contact us:

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Total CSR logo

Total CSR

Founded by 2 owners of a 3rd generation agency, Total CSR was built out of a critical need for practical insurance onboarding and training.  E-learning has long been the gold standard in other professional industries, and widely praised for its ability to not only expedite the training period, but dramatically increase retention as well.

Utilizing videos, quizzes, knowledge check activities, digital flashcards, and interactive scenarios, Total CSR offers courses in Commercial Lines, Personal Lines, Group Benefits, Producer Sales Training, and Soft Skills.

Total CSR is excited to partner with The Iroquois Group and offer Iroquois Member Agencies an exclusive discount.

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VMBhits

Iroquois Member Agents can take advantage of an exclusive discount offered by VMBhits. VMBhits is an online facility that offers a wide variety of tests designed to help employers in the insurance industry evaluate both prospective and current employees. The primary goal of VMBhits is to help you make an objective assessment of your applicants’ insurance knowledge, and determine if they have the skills necessary to perform in a modern insurance environment.

Home Warranty

Guard Home Warranty

The Iroquois Group has partnered with Guard Home Warranty to allow members the opportunity to offer a great home warranty plan to your customers. Guard Home Warranty is a fast growing home warranty company with top notch customer service. Their model is unique as they allow homeowners to choose their own contractor. As one of the highest rated home warranty companies, they’re looking forward to partnering with you to offer an additional line of business to generate more agency revenue and retain your customer base.

More Details

Guard home warranty offers 3 packages for your customers’ needs:

  • Appliance Package
  • Systems Package
  • VIP Package
Contact Guard Home Warranty to learn more:

Insurance Verification

Canopy Connect

Canopy Connect helps insurance agents get reliable insurance information from their prospects in less than a minute. Simply send your custom link that enables prospects to import insurance information directly from their current carrier. You’ll receive all of the prospects’ insurance information including policy details and insurance documents (including declarations page), driver data, contact information, enriched property details, and claims history.

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Imagine being able to see all of your prospect’s insurance policies. How much more business would you write? How much time would you save?

In seconds, you will receive:

  • Policy Details—Premiums, limits, deductibles, dwellings, and vehicles
  • Insurance Documents—Declaration pages, ID cards, endorsements, binders, VOI
  • Contact and Driver Information—Names, email, phone, address, license numbers, and DOBs
  • Claims History and Driving Records—Up to seven years of history with the current carrier
  • Enriched Property Data—Year built, square footage, bedrooms, bathrooms, construction type, foundation, frame, roof, heating, cooling, valuations and more
  • Document History—Up to seven years of document history, including declaration pages, endorsements, proof of insurance and more
  • Commercial Insurance—With the Commercial Lines add-on, you can access commercial policies and generate loss run reports without alerting their current agent.
Agencies choose Canopy Connect because they:

  • Increase your close ratio by 60%
  • Save 30 minutes trying to get information to build a quote
  • Uncover upsell opportunities by seeing all of their P&C lines and finding coverage gaps
  • Eliminate data entry with rater pre-fill

Iroquois members get a free 14-day trial and 10% off their subscription.

Watch a 2-minute overview, sign up or book a demo here»

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IT Solutions Providers

Archway Computer

For over 35 years, Archway Computer has been exclusively helping independent agencies save money, stay secure and compliant, and increase their book of business. With their expertise in understanding the cyber-reg laws and filling out necessary CyberApps for each state, Iroquois members can remain compliant and secure. Archway Computer can also help Iroquois members grow their book of business with their extensive knowledge of technology and the insurance industry. As part of our new relationship, Archway Computer is offering Iroquois members no startup fees, a $1500 savings. To learn more about how Archway Computer can help your agency, please visit their website at or schedule a 1:1 call with Brad Ruben, president of Archway Computer, here.

More Details

Schedule a 1:1 call with Brad Ruben, president of Archway Computer, here.

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Leads Generation Providers

The G&D Group

The G&D Group specializes in customizing Commercial Lines new business Appointment Setting programs using E-Mail Marketing & Telemarketing where everything is set up on an on-line system to help their clients maximize their return on investment.

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G&D’s E-Mail Marketing program includes the following:

  • E-Mail Marketing is billed on a month to month agreement so clients can “pay as they go” & there is no long-term contract.
  • FREE Lists are provided to Iroquois Members with any new business marketing program investment and in most cases, your list will come with 30%+ of names already having X-Dates!
  • On average, their clients get a 10% response rate from E-Mail Marketing alone!
  • They will update your database when collecting e-mail addresses to decision makers (Owners, Finance Executives, etc…).
  • They will send out 2 e-mail blasts each month that are giving their clients an average 10% response rate each month.
  • They will send these 2 e-mails out from YOUR e-mail address & let you know when it goes out!
  • They will manage bounce back e-mails, which will come back to them rather than you!
  • They will help you with replies to help you maximize your e-mail marketing ROI from prospects that are interested!
  • They will update each record in the AWT (CRM) system on-line of prospects who reply to avoid future e-mails or calls with prospects already resolved by e-mail marketing.
  • Appointments are generated from their E-Mail Marketing & Telemarketing services.
  • Telemarketing without effective E-Mail Marketing doesn’t work very well today. However, Telemarketing with an effective E-Mail Marketing campaign behind it works extremely well!
  • G&D’s “Client Portal” allows a client to access their database on-line in real time to monitor activity, track their results 24X7 & much more!
  • All programs are worked from their California office, with no offshore outsourcing.

Iroquois Members receive a discount on the monthly marketing fee.

For More Information Contact:
Dion Gutierrez, CEO

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Neilson Marketing Services

Neilson Marketing Services, for more than 25 years, has been providing insurance agencies with a wide range of marketing products, including custom programs that combine telemarketing, Internet Marketing, SEO, and Social Media Marketing. As an Iroquois member agent, you’re eligible to receive discounts on Neilson’s business insurance lists and telemarketing services for qualified leads. Take a look at our some of Neilson’s products:

More Details

  • Custom list purchasing: up-to-date, affordable data on 24 million business locations, of which 17 million are business headquarters with decision makers so that you’re communicating with the right people about the right products. You can select a list based on SIC code, geography, company size, number of employees, and annual revenue. For certain states, the list can include Workers Comp X-dates for businesses.
  • Lead generation and qualification by experienced insurance telemarketing staff using Best Practices and the latest in technology to qualify leads in the industries and coverage lines you want to target.
  • Appointment setting for principals and producers to get face time with prospects for new revenue.
  • Drip marketing: An automated system with professionally written letters with key touch points to keep the sales pipeline full through ongoing communication with prospects for new sales and with clients for cross-selling opportunities.

For More Information Contact:
Larry Neilson

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Loss Run Providers

allthingsinsurance.net

Fixing the Loss Run Blues
Obtaining loss runs for a prospective client can be a time consuming and costly process but, thanks to the recommendation of an Iroquois Member Agent, we now have an efficient and cost-effective solution for you.

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ATIN (allthingsinsurance.net) was started approximately ten years ago by an agent who was frustrated by how difficult and time consuming it was to obtain loss runs for commercial lines prospects. The service he helped create gives you the ability to order loss runs directly from the carrier on behalf of the insured. ATIN guarantees 100 percent receipt when requesting from the correct carrier based on the precise language and content of their letterhead, with the added security that, in the event of carrier non-compliance, ATIN’s Loss Run Help Desk will pursue your loss runs for you to make sure you do receive loss runs 100 percent of the time.

For an annual fee, which has been significantly discounted for Iroquois members, you have access to all of ATIN’s current and future services,

Click here to schedule a live demo with an ATIN representative.

Loss Run Pro (LRP)

Loss Run Pro (LRP) provides an easy-to-use platform that streamlines the loss run request process for your agency, so you can spend less time on tedious tasks and more time focusing on growing your company, helping your customers, and writing more commercial business.

In less than 5 minutes, you can be set up on their platform and sending your first request within minutes! Iroquois members will get a personalized training that will make it easy for them to use the platform and start getting a return on their investment right away. LRP looks forward to working with you so you can start closing deals faster than ever before!

More Details

Amelia Alford
Phone: 406-296-1919
Email: aalford@lossrunpro.com
Book a Live Demo Here:
https://calendly.com/aalford-demo/loss-run-pro-demo

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Optis Partners

OPTIS Partners is a financial consulting firm providing expert services to the insurance distribution industry. Based in Chicago, IL, OPTIS Partners consists of a small group of highly skilled insurance and finance professionals with extensive insurance industry experience.

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Overview of Services:

Mergers & Acquisitions:
Regardless of your firm‘s position as a buyer or seller, OPTIS Partners is committed to maximizing the return on your investment through our intimate industry expertise and knowledge of the M&A process.

  • Seller Representation Services
  • Buyer Representation Services
  • Due-Diligence of Buyers and Sellers

Ownership Transition and Perpetuation Planning:
The internal transition of ownership from one generation to another is a process, not an event.

OPTIS Partners works with clients to assess their needs and develop action plans. They will also provide and/or assist with the following specific deliverables:

  •  Establishment of the valuation basis from which to start the buy and sell process and updating of the valuation as necessary over time
  • Development of plans to fund the transition of ownership between individuals
  • Creation of cash-flow projections and other financial projections throughout the term of transition
  • Revision of projections and plans as circumstances continue to develop

Valuation Services:
OPTIS Partners, LLC (“OPTIS”) provides Fair Market Valuation (“FMV”) services to various firms across the insurance distribution and related sectors, with particular emphasis on mid-sized Property-Casualty and Employee Benefits insurance agencies.

For More Information:
Daniel P. Menzer, CPA
CM&AA (Certified Merger & Acquisition Advisor)

  • 825 Campbell Drive
    West Chicago, IL  60185
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Virtual Support Service Providers

Cover Desk

With over 1,000 highly educated virtual assistants based in the Philippines and Mexico, Cover Desk is an office-based virtual assistant and business process outsourcing company, bringing personalized service and cutting-edge technology to independent insurance agents throughout the United States and Canada. Through our turnkey virtual capabilities, insurance professionals can focus on their core business with the administrative support needed to grow and thrive. Our virtual assistants work in your management system, your phone system, and any other business applications required. They complete tasks from start to finish, including any additional follow-up to provide seamless support. Cover Desk provides personal and commercial lines service, quoting assistance,  insurance accounting, claims support and special projects.

More Details

Contacts and website:

Kelsey Tenaillon
Director of Business Development

512.879.3345
kelsey@coverdesk.com

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Elevate Teams

Elevate Teams specializes in client-facing and back-office trained virtual assistants to grow your insurance agency. We place people not tasks. Elevate offers curated talent from Latin America, who work in your same time zone, bilingual and meticulously handpicked to align with your agency’s specific tasks, needs, and culture. Our specialized training was developed by insurance agency owners, our proven 4-week rigorous training program ensures every VA is ready on Day 1 with a strong foundation to succeed.

More Details

Contacts and website:

Cari Gelber
Head of Talent Curation, Elevate Teams

917.733.3154
cari@elevateteams.io

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Taskforce

Taskforce builds dedicated, remote teams of insurance professionals to improve an agency’s processes and reduce their administrative workload, so account managers and agents can focus on serving their clients and growing their business. Duties that can be assigned to a remote Taskforce staff person include policy checking, claim services, and data entry, among many others.

Taskforce’s staff are primarily located in Macedonia, and all speak English and are well trained. Iroquois members have found adding one or more full time remote staff to be very cost effective.

For more information, contact Ron Bova at Ron@taskforcebpo.com, or Scott Naumoff at Scott@taskforcebpo.com

Virtual Intelligence

Virtual Intelligence revolutionizes staffing in the insurance sector by offering more than just virtual assistants; they provide Virtual Employees. Unlike typical VA companies, Virtual Intelligence’s approach is deeply rooted in the insurance industry, founded by an actual agency owner, Jason Cass. This unique perspective ensures your virtual employees are fully integrated team members, working full-time within your agency’s schedule. They’re named, dedicated, and aligned with your workflow, standing out in a crowded market by prioritizing technology and agency-specific processes. Virtual Intelligence doesn’t just fill positions; they enhance your team’s capability with values that prioritize long-term integration over temporary assistance, all driven by a foundation built in real-world agency experience.

Sales Management Software

AgencyZOOM

AgencyZoom is a sales management software suite designed to grow your book of business. AgencyZoom provides insurance agents powerful sales management solutions and customer engagement automation.

More Details

Get ready to close more business as AgencyZoom helps you:
  • manage leads with ease
  • oversee sales in real-time
  • better track monthly goals

AgencyZoom’s robust automation will keep you focused on sales by handling onboarding, customer engagements, task management and google reviews behind the scenes.

Core features include:

  • Intuitive Lead Manager
  • Real-Time Sales Tracking and Goal Management
  • Automated Customer Emails
  • Google Reviews
  • Easy Referral Requests
  • Commission Calculator
  • a Full-Fledged HR Suite
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Website and Digital Marketing Providers

Forge3 (Now part of Agency Revolution)

Forge3 offers best-in-class insurance agency websites and digital marketing packages. Cost effective. Proven. Powered by ActiveAgency. Since 2004, our award-winning team has helped thousands of insurance agencies, carriers and associations understand, embrace and leverage the amazing power of the web. #LearnDoGrow

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Titan Digital

Titan Digital is focused on expanding your agency’s web presence. Your marketing team will create a professional, modern website tailored to your needs. Titan’s monthly built-in marketing suite includes everything you need to establish a strong online footprint, with options for SEO, Content Marketing, Social Media and more.

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Titan Digital’s program includes:

  • Professional mobile responsive website designs tailored to your agency and brand.
  • Consistent blog postings that generate ongoing content for your website.
  • Social media posts to engage with your customers and stay top of mind.
  • Search engine marketing to help customers find your agency before the competition.
  • Management of hosting, domain registration, and technology updates
  • Discounts for Iroquois Members.

To learn more about us and take the first step in stepping up your online presence contact us:

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