Affiliation Services With Leavitt Group

Focus on what you do best

Grow your agency and focus on meaningful relationships

We’ll take care of the back-office duties so you are free to focus on those things you enjoy the most.

A few of our centralized services include:


Brent Davis
Brent Davis
VP of Talent Development

Talent Search & Development

One successful producer hire today could increase the value of an agency by over $1 million dollars. Recognizing this need, the Talent Search & Development program is focused on finding, selecting, and onboarding high performing sales talent into the Leavitt Group family of agencies.

After the hire

After the hire, our Talent Search & Development team will have an ongoing role during the first year. We will:

  • Provide orientation
  • Coordinate CRM and sales tools training
  • Help set up their 100-day plan and monitor that progress
  • Enroll them in the Vital Signs program
  • Provide clear instructions to the mentors as to their expectations
  • Keep in regular contact with the producer and make sure they are receiving the appropriate tools necessary to succeed
  • Stay in contact with co-owners and agency partners as to the progress of the producer, and identify any potential concerns during that first year

Kevin Callister
Kevin Callister
Chief Affiliation Officer

Affiliations

We'll help you to continue to grow your agency by acquiring additional books of business in your area.

Growth through acquisition

You know that growth brings vitality and life to a business, which attracts customers and capable colleagues. We assist you to in finding and acquiring other books of business to increase profit. Together we will increase your opportunities, stability, survival, and capacity to serve your clients.


Greg Suman
Greg Suman
Chief Development Officer

Sales Force Development

Our team helps producers increase sales, retain clients, and account for their time. Some of the development options we offer are: value based selling, niche focus, service timeline, team selling, producer school, sales contests, and more.

Accountability
  • Activity Planner
  • 80/20 Reports
  • Accountability / Draw Management Reporting
Development
  • Value Based Selling / Sales Skills
  • Niche Focus / Practice Group Development
  • Service Timeline
  • Team Selling
  • Producer School
  • Sales Contests
Tools & Resources
  • Succeed / KPA
  • ModMaster
  • CRM
  • Resource Center
Programs & Practice Groups
  • Develop and oversee open and exclusive programs
  • Coordinate practice group resources, markets, and participants

Melanie Johnson
Melanie Johnson
Chief Marketing Officer

Marketing, Media & Communications

In the fast paced world of marketing, we're here to help you navigate the many channels of communication. We strive to create trust with your clients, creating long lasting loyalty. Ultimately, we want your clients to become "brand ambassadors" for you, resulting in referral driven leads. We consult with agencies to develop their marketing strategy and tactics and guide them to create a plan that fits their unique needs and budget.

Our key services are brand management, marketing automation, graphic design, web design, video, content marketing, social media, and search engine optimization (SEO). We also offer off-the-shelf marketing materials and supplies: proposal templates, flyers, newsletters, stationery ordering, and promotional items.

Design and marketing services are available to all agencies:
  • Press release creation and distribution.* Access to PR newswire distribution can be provided at cost.
  • Leavitt Group branding updates, stationery design, and signage design.*
  • Use of corporate social media content, client newsletters, off-the-shelf email campaigns (when setup on Eloqua), corporate blog content and related articles, and other resources created for the group.*
  • Search Engine Optimization (SEO), such as verifying and managing Google listings, social profiles, content creation, etc.*
  • Web services, including a standard agency website, hosting, and maintenance.*
  • Marketing automation through Eloqua. This tool not only sends email marketing campaigns, but tracks the digital behavior of customers and prospects and how they are interacting with our emails and webpages. The license fee of $90/mo covers the entire agency. Setup and custom campaigns are billed as a la carte services at $60/hr.
  • Custom design and marketing projects. This may include video production, graphic or web design services, marketing campaign development, custom content development, or any related media or marketing service. Custom projects are billed as a la carte services at $60/hour.

*There is typically no additional fee for this service unless above-average customization is needed or as otherwise noted.


Mike Chidester
Mike Chidester
General Counsel, CEO’s Office

Business & Legal Consulting

The legal department provides legal services, counseling, and advice to agencies affiliated with Leavitt Group.

Examples of the types of legal services provided include the following:
  • Preparation and filing of agency organizational documents and annual renewals of such filings.
  • Review and analysis of agency and broker agreements.
  • Drafting of employment agreements for all licensed personnel of an agency.
  • Drafting of acquisition agreements.
  • Assistance with errors and omissions claims or actions.
  • Assistance with employer practices claims or actions.
  • Assistance with responding to document production subpoenas.
  • Assistance with employee terminations.
  • Assistance with enforcing non-solicitation covenants against former employees.
  • Supervision of agency-related litigation.

Betsey Durfee
Betsey Durfee
Senior Vice President, HR

Human Resources

LGAA provides the following human resources services to affiliated agencies through its centralized facilities: benefit services, employee relations, and legal compliance.

Benefit Services
  • Health and Welfare Benefits
  • Retirement Planning Education
  • FMLA Recordkeeping
  • Online Open Enrollment and
  • Benefit Administration
Employee Relations
  • Coaching and Counseling
  • Performance Evaluations
  • Progressive Discipline
  • Alternative Dispute Resolution
Legal Compliance
  • I-9
  • Employment Applications
  • State and Federal Posting Requirements
  • EE0-1 Reporting
  • Employee Handbook
  • Job Classifications – Exempt/Non-exempt
  • ADA Compliant Job Descriptions
  • Interviewing Questions
  • Termination Assistance
  • Exit Interviews

Mike Chidester
Scott Hannagan
Chief Information Officer

IT, Agency Management Systems & Software Support

The information technology department provides support to Leavitt Group agencies to ensure the success of computer operations and other information technologies.

IT Services Provided
  • IT Strategy
  • Equipment Purchasing
  • End-User Support
  • Phone System Installation and Maintenance
  • Data Line Purchasing and Support
  • Core Data Center Operations (Server Maintenance, Data Replication, Backups, etc.)
  • End-User Security and Training
  • Network Security and Maintenance
  • Password Management

Jared Whittaker
Jared Whittaker
Senior VP, Retail Services

Small Business and Personal Lines Service Center

The small business and personal lines service center makes it profitable for our partners to do business in the small commercial and personal lines insurance arena through our commitment to adding value as professional customer service and sales leaders.

Service Center
  • Account rounding, cross-selling, up-selling, optional coverage offerings, and coverage counseling
  • Roll-over and servicing of acquired small business books
  • Renewal reviews and presentation
  • Policy service (endorsements, changes, certificates)
  • Agency-dedicated “smart” tollfree number
  • Warm transfer capability
Sales
  • A to Z new business production
  • Agency produced LGC quoted new business
  • Outbound sales with carrier “hot” lists
Benefits
  • Profitably handle your small commercial and personal lines business
  • Free up producers and CSRs to focus on writing and retaining larger accounts
  • Increase contingencies by writing business with focus carriers
  • Profitably acquire new small commercial and personal lines books of business
  • Flexibility with agency resources
  • Carrier commission rates and contingency agreements will remain as they currently are for your agency

Lisa King
Lisa King
Senior VP, Accounting Center

Accounting

Leavitt Group Accounting Center (LGAC) offers affiliates a high quality, cost effective option to performing day-to-day accounting in-house, allowing the agency to focus on revenue-enhancing, core business activities.

Benefits of using the LGAA Accounting Center
  • Avoid disruptions from unexpected absences and turnover.
  • Allow key staff members to focus on sales and service.
  • Eliminate expenses incurred with hiring and training.
  • Teams trained in AMS360 and ready for affiliation conversions.
  • Insurance-knowledgeable accountants.
  • Agency maintains control.
  • Timely input of accounting data.
  • Reduce exposure to fraud and dishonesty.
  • Electronic accounting documents available to Agency Manager via home.leavitt.com.
  • Customized, flexible services.

Jump to section

Agency Operations Team

LGE appoints an Agency Partner Leader (APL) and Agency Partner (AP) to each agency. The APL and AP work with their assigned agencies to build an entity which is fiscally sound, growing, worthy of respect, and great place to work.

Some of the support functions the AP team provides include the following:
  • Alignment with Leavitt Group cultural and governing principles.
  • Administration of LGE/MGC policies.
  • Strategic planning.
  • Operational planning.
  • Manage financial performance by assisting with budgets, forecasts, HR compliance, and compensation and bonus plans.
  • Work with SFDG and co-owners to develop a producer recruiting plan for applicable agencies.
  • Agency perpetuation planning and assistance.
  • Assist the Affiliation Team with acquisitions and agency implementation.

Agency Programs and Placement Services

Becky Enriquez
Becky Enriquez
Vice President, APPS

The APPS Division is the Leavitt Groups commercial lines placement facility. APPS allows Leavitt Group agencies to leverage group-wide carrier relationships, enhanced market access, and other products they would not otherwise have. The additional resources of APPS gives Leavitt Group agencies a competitive edge with new business opportunities and with account retention.

Services
  • APPS brokers have over 25 years average industry experience, insuring the professional handling of your accounts
  • Marketing services include rate, quote, bind, issue, market intel, coverage analysis, negotiating the best coverage, price, terms, and conditions
  • Proactive, professional servicing of your accounts using best practices service and response model
  • Book rolls: agencies that place enough business through the APPS carriers may have the opportunity to receive a direct appointment subject to carrier requirements. Likewise, agencies that lose a carrier contract, may retain their book of business and have the opportunity to roll business through APPS
Products
  • P&C and Workers Compensation products available with over 50 regional and national A rated carriers
  • Many products available for property, casualty, auto, workers compensation, umbrella, excess, executive lines, environmental, DIC, and hard to place surplus lines
  • Binding authority with higher commissions than open brokerage available with several carriers and programs
  • Practice placement units with industry expertise and specialty carrier contracts for Workers Compensation, Farm & Ag, Bar & Tavern, Financial Institutions, and Small Business
  • Licensed for P&C and Surplus Lines in all 50 states to insure the placement opportunity for risks that fall outside the agency authority and territory

Allegiance Premium Finance Company

Jocelyn Barnes
Jocelyn Barnes
President, Allegiance Premium Finance Company
Premium Financing

Loans to finance insurance premiums are made to commercial customers of insurance agencies. The loan proceeds are transferred to insurance companies to pay for the borrower’s insurance premium requirements. The insured’s loans are financed over a flexible payment schedule, with repayment being secured by APFC holding the power of attorney to cancel the insurance policy if the insured fails to pay. If needed, the cancellation proceeds of the unearned premium are applied to the insured’s premium finance loan balance and the remaining proceeds are returned to the insured or agency.


Data Management

Acquisitions/Conversions

We work closely with other LG departments & our Management System vendors to make sure steps are in place for a smooth transition from one system to another. We determine if it will convert, could data be imported, or is it a manual entry process.

Connectivity/Integration

We provide setup and integration solutions between carriers and our agencies regarding: TransactNow, policy and accounting statement “Download,” Real-Time, DocuSign, ReferenceConnect, etc.

Workflow & Documentation

Agency management system workflows and documentation are designed to help newly hired and seasoned agency staff.

Training & Development

Multiple options to ensure your agency’s staff is trained and knowledgeable with AMS 360 & BenefitPoint. Recordings are available, along with documentation, group WebEx classes, and one-on-one training when necessary.

Management System Setups

Our team enters system setups for: new employees, producer commissions, carriers, vendors, licensed agent signatures, proposals, schedules, etc.

Reporting

Retrieval of system data for specialized reports; agency financial summaries, producer production, and projection reports. We also create fillable PDF documents that are available to the agencies.

Data Integrity — Scrubbing/Cleanup

Audit agencies for accurate data being entered, cleanup data, and train agency staff on correct procedures and efficiencies.

AMS 360 & BenefitPoint Troubleshooting/Support

From our trouble ticketing system; we focus on resolving issues and in a prompt timely manner.

Other Services

We provide services with Producer Plus, we have on-going projects to make certain NAICS codes are entered into AMS 360 along with NAIC carrier codes for each new carrier. We also have a Users Group Forum, which offers monthly training tips.


Insurer Relations Council

Standard Markets
  • Develop and maintain business relationships at the home office, regional, and branch levels with insurance carriers.
  • Negotiate optimal commission levels and profit sharing agreement terms.
  • Assist in resolution of claims and underwriting problems.
  • Market solvency and security.
Wholesalers
  • Establish relationships with leading national and regional wholesale organizations.
  • Negotiate, collect and disburse enhanced commission revenues to eligible agencies.

PacWest

PacWest Program Features
  • A Leavitt Group agency workers compensation program in connection with Great American Insurance Group.
  • Multi-state capabilities designed to address the needs of our clients. Focusing on businesses located in AZ, CA, CO, ID, MT, NM, NV, OR, SD, GA, and UT.
  • Our clients who qualify for the program will be backed by Great American Insurance Group’s tradition of financial stability and high quality. Great American Insurance Company, lead insurer of Great American Insurance Group, has been rated “A” (Excellent) or better by A.M. Best for over 100 years (as of February 22, 2013).
  • Experienced and responsive claims management services provided by Athens Administrators.
  • Claims adjuster case loads are kept lower than industry average to allow for a more “hands-on” and proactive approach.
  • Loss prevention services provided by the Great American loss prevention team.
  • Our clients receive top-quality service because Leavitt Group acts as the program manager with oversight of the underwriting process.
  • Our tailored arrangement with Great American provides our agencies with the opportunity to demonstrate a strong commitment to their clients.