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Relationships built on trust.
Ironpeak’s 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?
Ironpeak’s strategic partnership with Live Oak Bank is designed to offer our clients a trusted bank partner. Live Oak offers banking built around insurance professionals with a team of experts that fully understand the nuances of your business model and a variety of business solutions that benefit your bottom line. From business loans to high-yield saving accounts, Live Oak’s insurance banking experts are here to support you with customized financial products focused on your success. Through the Live Oak + Ironpeak partnership, Ironpeak Members get a special discount on closing costs equal to 1% of the loan amount. Learn more about Live Oak’s Business Solutions.
Contact info:
Mike Strakhov, Head of Insurance Lending
Michael.strakhov@liveoak.bank
(614) 361-9482
Ironpeak is an Applied Alliance Partner. Through this program, Ironpeak 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, Ironpeak CEO & president. To learn more about Applied or for a complimentary technology consultation, click on this link.
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.
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.
Ironpeak has partnered with HawkSoft agency management system to give Ironpeak 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.
Contact info:
E-mail: sales@hawksoft.com
Phone: (866) 884-4680 option 4
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:
Tarmika’s program includes:
If you would like to sign up for Tarmika with Ironpeak’s discounted pricing, contact sales@tarmika.com and indicate that you are an Ironpeak Member Agent in the subject line.
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.
A few Vertafore products, well-suited for Ironpeak Members.
AMS360 is a comprehensive management system that helps you streamline workflows, improve renewals and retention, and make data-driven 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 quickly 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.
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.
GloveBox brings proprietary carrier connections and workflows that allows your policyholders to:
GloveBox then customizes many of the workflows between your agency and your clients:
Click on this link to schedule your discovery call and learn about our exclusive Ironpeak 12-month money-back guarantee.
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.
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:
Their goal is to provide cybersecurity clarity and eliminate the noise.
For a limited time, Gradient Cyber is offering Ironpeak 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.
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.
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 Ironpeak discounts and add social media marketing, email marketing and search optimization services as your agency’s marketing needs change.
Contact Confluency to learn more or to schedule a one-on-one consultation
(877) 351-2600 ext.1
InsuredMine offers Ironpeak 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.
Ironpeak Members receive a discount and set up fees are waived. To learn more check out this YouTube video.
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.
More and more, video is being used to communicate with existing and potential clients, and through an Ironpeak 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.
There are more than 45 videos to make:
Here’s how a video message from your agency might look
Ironpeak has negotiated a 15% discount for all Ironpeak Members. Be sure to mention you are an Ironpeak Agent to receive your 15% discount.
For More Information Contact:
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.
Our program includes:
Contact Jeff Sophiea at the phone number or e-mail address below for more information or to learn about exclusive Ironpeak discounts.
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.
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. Ironpeak Members are now eligible for a substantial 30% discount off his signature program, the CSR Sales Habit Builder Program. (Already field-tested at Ironpeak 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:
Founded by two owners of a third-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 Ironpeak and offer Ironpeak Member Agencies an exclusive discount.
Ironpeak 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.
Ironpeak 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.
Guard home warranty offers 3 packages for your customers’ needs:
Contact Guard Home Warranty to learn more:
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.
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:
Agencies choose Canopy Connect because they:
Ironpeak Members get a free 14-day trial and 10% off their subscription.
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, Ironpeak Members can remain compliant and secure. Archway Computer can also help Ironpeak 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 Ironpeak Members no startup fees, a $1500 savings. To learn more about how Archway Computer can help your agency, please visit their website or schedule a 1:1 call with Brad Ruben, president of Archway Computer, here.
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.
G&D’s E-Mail Marketing program includes the following:
Ironpeak Members receive a discount on the monthly marketing fee.
For More Information Contact:
Dion Gutierrez, CEO
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 Ironpeak Member Agent, you’re eligible to receive discounts on Neilson’s business insurance lists and telemarketing services for qualified leads. Take a look at some of Neilson’s products:
For More Information Contact:
Larry Neilson
Fixing the Obtaining 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 Ironpeak 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% 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% of the time.
For an annual fee, which has been significantly discounted for Ironpeak 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) 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 five minutes, you can be set up on their platform and sending your first request within minutes! Ironpeak 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!
Amelia Alford
Phone: 406-296-1919
Email: aalford@lossrunpro.com
Book a Live Demo Here:
https://calendly.com/aalford-demo/loss-run-pro-demo
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.
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.
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:
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)
Office: (630) 520-0490
Cell: (630) 408-1810
825 Campbell Drive
West Chicago, IL 60185
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.
Contacts and website:
Kelsey Tenaillon
Director of Business Development
512.879.3345
kelsey@coverdesk.com
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 one with a strong foundation to succeed.
Contacts and website:
Cari Gelber
Head of Talent Curation, Elevate Teams
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. Ironpeak 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
VIP is your professional choice for turn-key outsourcing of customer service and account management for personal and commercial lines accounts.
Why? Enhance your service model as your business grows! VIP’s experienced V-CSRs handle the daily service calls and emails (or inquiries) so you can optimize your in-house staff to achieve your revenue enhancement and organic growth goals. The company also offers a number of customized programs to fit your management and operation’s needs. Created by insurance agency experts for independent agencies only, VIP’s roster of licensed, professional insurance representatives have experience with Applied, Vertafore, Hawksoft Online, EZLynx, and a number of other commonly used agency management systems and tools.
VIP provides a discount to Ironpeak Members and flexibility in program customization.
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.
Contacts and website:
Davie Holt
(816) 490-0019
davie@virtualintell.com
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.
Get ready to close more business as AgencyZoom helps you:
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:
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
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.
Titan Digital’s program includes:
To learn more about us and take the first step in stepping up your online presence contact us:
