Insurance Sales Strategy & Support

Providing Platform Partners the tools and resources to drive sustainable organic growth is core to KAP’s strategy. KAP’s Operations team is comprised of professionals with deep knowledge of the independent insurance industry – previous agency owners, sales leaders, and operational leads with significant expertise in driving winning sales cultures and achieving operational efficiencies. At the onset of partnership, we develop a bespoke organic growth strategy with Platform Partners that is supported by sales optimization, producer effectiveness, Centers of Excellence and a foundational connection with Keystone Insurers Group.

Insurance Sales Optimization

KAP creates a bespoke approach for our Platform Partner’s book to identify opportunities for product expansion, account rounding, cross-sell and carrier consolidation.

  • Centers of Excellence
  • Cross-selling to other lines of business
  • Cross-platform sector expertise
  • Sales management technology and analytics tools

Insurance Sales and Producer Effectiveness

KAP works with Platform Partner leadership to establish specific sales goals for each producer

  • Sales leader tools and training
  • Enhanced sales reporting and pipeline management
  • Platform competitive view of KPIs
  • Platform celebratory and best practice sharing events
  • Candidate training, testing, interviewing, and hiring support

Keystone Insurer Group

KAP Platform Partners gain access to Keystone Insurers Group’s national network of proprietary products, captive solutions, claims and risk services and other programs. Additionally, KAP collaborates with the business and personal insurance solutions groups at Keystone Insurers Group to source incremental cross-selling opportunities and to help Platform Partners expand their network across Keystone Insurers Group.

Learn more about Keystone Insurers Group

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