Business & Sales Consulting

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We're here to be your strategic business partner and match you with the tools and resources that your agency needs to be on the path to success.

The success of your agency isn't just about great carriers, a talented team, or effective marketing. What truly matters is a reliable, stage-driven sales process. Without it, you're leaving success to chance.

At IIANC, we design and implement customized sales processes that align with your agency’s goals and objectives. Our tailored approach ensures every stage of the sales journey is optimized, empowering your team to achieve outstanding results.

- Pro -

Price: $1,500

The Sales Process Transformation Pro is a DIY solution that includes the Sales Process Transformation, a self-guided, stage-driven framework to help your team succeed independently.

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- Elite -

Price: $2,995

The Sales Process Transformation Elite adds 10 hours of personalized staff training with Jason Sabo, Director of Agency Development, ensuring your team is fully prepared to implement the customized sales process.

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Enhance your agency's protection and efficiency with a Virtual E&O Audit. Conducted by a Swiss Re-approved auditor, this audit reviews key workflows—such as customer file maintenance, documentation, and templates—to reduce E&O exposure, improve service, and create a culture of E&O awareness. PLUS, receive up to a 15% premium credit annually for up to 5 years*.

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KOLBE Assessments

It’s critical to know how your people are going to get things done – in the office or while working from home. Identify your team’s strengths by getting Kolbe A™ Index results for everyone.

Price: $75

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KOLBE or Clifton Staff Workshop 

Make sure you have the right people in the right seats

Price: $600 (one-time payment) + cost of assessment and travel (if necessary) 

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Agency Premier Hiring Package

Stop wasting time: Hire and retain the best & get proven results

Price: $2,995 (one-time payment)

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Need Jason's help with hiring, onboarding, technology, culture management, operational strategy, or more? Purchase 2-10 hours of consulting time with him. 

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Agency Growth Package

  • Optimize your agency's performance.
  • Improve agency operations with our expert consulting.

6 hours: $795 (monthly)

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All IIANC members are eligible for a free Discovery Session annually to review your agency needs and connect you with resources and benefits that you have access to through your membership. 

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Hear What Past Clients Say:

Jason Sabo provided his time and resources to find us a quality employee. In the past, we have struggled to find the time to find a qualified candidate to join our team. Jason took all of the time-consuming work off of our plate. He helped us with a great job posting, initial interviews, personality assessments and reached out to us once he found a good fit for our agency. I would recommend using Jason and the IIANC for any needs that your agency has.

Cody Allen

Sales and Marketing Director, Allen Insurance Agency

Jason Sabo has been phenomenal in adding another resource to our Granite Insurance team! There were many sales management items that we wanted to be done, such as developing and tracking reports on producer activity levels. Jason came to the table with a recommended format that gives our sales team what they need to assure their success. Thank you, Jason!!!

Cameron Annas

CEO, Granite Insurance

Jason cares about my agency. He celebrates our accomplishments and looks for solutions to our challenges. Jason is always on time for our meetings, full of enthusiasm, and ready to tackle the task at hand. He was hired to find us a new employee, and the candidate we found has been transformational to my agency. I would highly recommend working with Jason.

Daniel Rohrbaugh

President, Raleigh Insurance Group