CONSULTING SERVICES
Planning • Compensation • Agency Valuation • Mergers • Marketing • Perpetuation • Training • Acquisitions • Retention • Profitability • Workflow • General Consulting • Expert Witness
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BUYING/SELLING/PERPETUATING
If you are interested in buying, selling, or perpetuating an agency we can help you achieve superior results.
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RESOURCES
Our resource center will provide you with informative articles, publication references, dates and locations of our lectures and other information.
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WELCOME TO OPTIMUM PERFORMANCE SOLUTIONS, LLC
Optimum Performance Solutions doesn't believe in generic answers. We believe in providing client specific services and solutions. Our clients range from small family-run businesses to divisions of large Fortune 500 companies. Let us design a plan to satisfy your specific needs and maximize your profitability, value, effectiveness, and efficiency.
TESTIMONIALS
After Becky came in and taught the "Back to Basics Boot Camp" to our agency staff, our sales closing ratio increased 58% (7 points) when compared to the previous quarter. The role playing really uncovered opportunities for improvement and made a huge difference in my staff after the training was over. The training paid for itself in less than three months!
Karyn Seibert Roeling, CPCU
Vice President, Seibert Insurance Agency
Tampa, FL
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