Insurance Agencies & Carriers
Marketing | Sales | Operations | Team Development
What's your RISK Factor?
Are you making YOU your #1 Client?
Certified Insurance Geeks
It’s more than just understanding your products and services because, let’s be honest, most banks, credit unions, and financial advisors, and consultants all play in the same pool with the same bells and whistles.
What makes YOU different? The time we spend figuring that out is our secret sauce.
Your Brand + Your Story + Your Team + Your Target Client = Success
Independent Agency Support
Strategic Marketing
Understanding your WHY, Core Values and What makes you…YOU
Like Banking & Financial Services, the Insurance Industry struggles with delivering a unique value proposition that is sticky with their customers. We believe insurance doesn’t have to be a commodity, and we know how to tell YOUR story in a unique and effective way.
Marketing & Sales Strategies that have actionable and trackable KPIs and ROI. No guess work needed – we make it easy.
Strategic Marketing and Sales Plans
Market & Brand Analysis
Graphic Design & Illustration
Marketing Implementation
Consider us a part of the team in your Agency – because we are
Each year we take a few Elite Independent Agencies under our wing and act as their in-house marketing team. In addition, we also have a whole bunch of Agencies that we work with on a project basis: web design, content writing, blogging, event management and more.
ZERO training required – we know the industry – from small agencies to large regional & multi-state agencies.
Email Marketing
Content Creation
Social Media Management
Operations
P.S. Most Agencies are leaving money on the table
Let us dig into your agency management system (We know AMS 360 & Applied) to identify where the gaps are – yes, there are always gaps. From account rounding and training with your team, to developing niche markets with your sales team – we can work with you to identify where the operational gaps are.
We can help you develop referral programs and customer service agreements and motivate your sales team to increase their sales.
Maximizing your book of business: Carrier Review, Book Rollover support
Operational Gap Analysis
Process & Procedure support - including manuals and training
Team & Sales Support
What differentiates you from the competition? YOUR TEAM
Happy and fulfilled employees = happy customers = higher revenues
CEO, Cindy Donaldson is a Certified High Performance Coach and will take your team - including your sales team from ho-hum to ON FIRE!
From making sure the right people are in the right seats, to unlocking individual and team roadblocks - you will have ZERO regrets from letting us work with your team!
Group and Individualized Coaching
Sales Team Management
Onboarding & Team Training
Carrier Support
Carrier – Agency Liaison
Bridging the gap
We work with Carriers to help them better understand the dynamics and needs of their agency partners. From being on marketing and support think tanks offering our industry expertise to working with your field marketing teams to train them on what agents are looking for, we are a cost-effective and efficient way to improve the customer experience with your agents.
Marketing Support
Helping your agents sell more policies
Give your Top Agents a value add and help your smaller agencies perform better by offering them marketing and sales support through our team at Red Barn. We’ve helped agencies, through their carriers, with LinkedIn Sales Navigator Training, Marketing Strategies, Sales Training, Content Writing, Website Creation & Digital Marketing Implementation.
All of us at DiMatteo Insurance loved working with their team
I have worked with Red Barn Consulting for almost several years now. During this time we have done some major website changes. Not only was everyone we dealt with at Red Barn a pleasure, but also knowledgeable and timely. They stayed on top of everything and kept us in the loop during this important project. Cindy’s big picture attitude and vision was just what we needed. All of us at DiMatteo Insurance loved working with their team during this process.
On another note, Cindy’s unfiltered wisdom with her Monday and Thursday morning briefs keep us all engaged and force us to think out of the box and take action. Her ability to get folks motivated and feel the success is second to none. I have also had the pleasure to work with Cindy in a very relaxed coaching environment and she truly makes you think and see the light. We are more than blessed to have found Red Barn Consulting as a working partner.
Kim DiMatteo CIC,MWCA, DiMatteo Insurance
“Cindy is a marketing and insurance expert.”
The Horton Group began working with Cindy at Red Barn Consulting a little over a year ago on digital strategy, content planning and development. She has an impressive level of knowledge about effective strategies to build and promote your brand across multiple channels.
Margaret Taylor, Marketing Director - The Horton Group