CWC PARTNERS

PLanning to BUY or SELL?

Handles all of the details to maximize the value of your business.

Expert book valuation based on performance and market conditions.

Favorable deal and contract structure to provide you the best terms.

Need a CFO or CPA?​

Club Capital helps insurance agency owners understand the numbers behind their insurance agency. 

Whether it’s creating the monthly financial statements, helping with budgeting and forecasting or tax prep and strategy, Club Capital can help. 

 
Wondering where to start to get a handle on your finances?
 
Check out this free resource from the Club Capital team. 
 
The package includes: 
 
  • Self-paced video course on financial best practices for your agency
  • Agency budgeting + forecasting template with Video Guide
  • Compliance Guide to remote hiring
  • Financial Health Self Assessment
  • And more!

LOOKING TO GROW?

We’re prepared to guide you towards the solutions that will help you reach your goals.

Experience personalized banking solutions with the service and expertise you deserve. We’re committed to your financial success and independence.

We offer diverse lending products, ensuring that all of our customers have access to an affordable and accessible loan.

PPC LOAN has earned its reputation by consistently providing the highest level of personalized service and the most attractive loan terms available in your industry.

We offer a full array of personal and professional financial products specially tailored to you and your agency.

A full-service banking experience built on excellence and integrity.

Need SOME Leads?

QuoteWizard has been connecting insurance agents with active policy shoppers for nearly 20 years. Now part of LendingTree’s network of financial services, QuoteWizard offers end-to-end solutions in auto, home, renters, life, and health insurance to help agents grow their business with high-intent leads and calls. Click the button below to learn more or give us a call at 855-623-1477.

EverQuote specializes in helping insurance agencies like yours achieve their growth goals. Whether you’re looking for leads, calls, or other ways to connect with insurance prospects for Auto, Home, or Life, EverQuote has you covered.

Allstate Select Vendor Program Approved for Direct Mail Marketing of HomeQuote and AutoQuote Letters

SmartFinancial can help you reach the right customers with ease. Built by a team of insurance experts, our cutting-edge acquisition technology delivers results by bringing consumers actively shopping for insurance providers directly to you. 

We can help get you connected to potential customers within just minutes. The highest quality leads and the best insurance leads are live transfer insurance leads.

Smarketing is run by a top P&C agent whose every decisions is in line with yours. Having skin in the game means faster to innovate, adjust, adapt and we understand what you need.

The best way to generate new homeowner insurance leads in your community to GROW your agency.

The only way to set yourself out and compete in the online space is to work harder and better than the rest. We spend a min of 6+ hours a month of pure hard work on our clients SEO, SEM and social media. That is nearly 5 times the work that most other companies spend on accounts. We do not believe in the streamlined approach; we believe each business is unique and needs to be marketed that way.

Digital Marketing Solutions Designed to Generate Exclusive Leads for your Business. YPC Media will help you be found, get noticed and generate leads today!

Phone Home Leads provide lead opportunities (“lead opps”) for your team to reach the decision maker whose home is likely getting ready to renew.

Our leads allow you to spend less time prospecting and more time doing what matters – like selling policies.

We accelerate growth for agents through personalized and cost-effective direct mail marketing providing high quality results.

We keep your phones ringing and your inboxes full!

Cole X-Dates helps insurance agents quote
the right prospects at the right time.

Need A CRM, TOOL, or SYSTEM?

Track all your leads in one easy-to-use location. See which leads are assigned to which producers and trigger automation as you drag leads down the pipeline.

Performology is a complete business and employee performance management system that helps insurance agency owners drive the right behaviors by aligning their agency and staff with their parent company goals and then use incentive compensation to inspire and motivate maximum performance. End result: success becomes systemic throughout the organization.

FrontRunner is fresh new way of managing, tracking, and analyzing your insurance agency’s productiveness, efficiency, bonus’ and more.

Send Thousands Of Insurance Quotes Quickly And Easily.
Sending custom quotes regularly and following up on them has been shown to increase sales in agencies. Quote more. Sell more. Stress less.

Collect Verified Insurance Information in Seconds Verify current premiums, limits, coverages, deductibles, and declaration pages from all personal and commercial P&C lines

Commission processing doesn’t need to be painful. Thousands of successful agencies use Mivation’s tools to effectively automate complex commission processing, illuminate key performance data, and motivate greater performance so that they can focus on what really matters…growing the business.

NEED HELP WITH SOCIALS?

Modern Marketing for
Insurance|

Your Social Savvy Coach
From Single Mom To Serial Entrepreneur. “Life is 10 percent what happens to you and 90 percent how you react to it. Are you ready to elevate your agency?

Need MORE STAFF?

Team Hired is a full-service recruiting firm dedicated to finding the best candidates for the job

We operate as a virtual staffing platform that connects U.S. business owners with skilled, pre-vetted Filipino Virtual Assistants—without any salary markups or middle man control. We are just the talent platform.

Insurance Teamwork Services is your one-stop shop for finding top talent in the insurance industry. We specialize in recruiting and hiring for a wide range of positions, both remote and in-office, to empower your agency’s success.

Find the right person who can help you grow your business.
Our team is made up of highly skilled and experienced experts who can help you in generating more leads and closing more sales with ease.

Your Insurance Agent’s Affordable Recruiting Solution.

LET'S GET CONNECTED

Have questions?