Vendor Partners

Relationships built on trust.

Working relationships built over many years.

The Iroquois Group has long working relationships with many other companies that work in the insurance industry, companies that offer services such as agency management systems, publicity and financing, to name a few. Iroquois members are offered certain discounts or advantages with many of those companies.
ATIN

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.

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.

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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.

Applied

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. Fill out the form on Applied’s landing page for a complimentary technology consultation.

Confluency Solutions

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.

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

EZLynx

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.

Forge3

Forge3

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”

G&D Group

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

J. Brian Day

J. Brian Day Restoration Services

J. Brian Day Restoration is a leading company servicing Massachusetts and Rhode Island in the business of water, fire, and mold remediation and reconstruction. The company handles work for both residential and commercial property owners and works directly with insurance agencies, insurance companies and adjusters. J. Brian Day’s certified project managers and technicians are available on a 24/7 basis.  They will work directly with the insurance company adjuster to determine the scope and estimate of the restoration job.

Live Oak Bank

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:

My Insurance Videos

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.

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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:

Neilson

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:

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  • 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

Optis Partners

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.

Iroquois Members receive a discount on the hourly fees charged by OPTIS Partners.

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

  • 825 Campbell Drive
    West Chicago, IL  60185
Titan Web

Titan Marketing Solutions

Titan Web Marketing Solutions specializes in helping independent insurance agencies create a lasting impression that keeps potential customers engaged and the level of service that provides ongoing value to your current customers.

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Our program includes:

  • Professional mobile responsive website designs customized to your agency and brand.
  • Consistent blog postings that generate ongoing content for your website.
  • Social media campaigns to engage with your customers and stay top of mind.
  • Search engine marketing to help customers find your agency before the competition.
  • Captivating videos for your website or social media campaigns.
  • Email marketing system integrated into your website.
  • 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: