Our Support Base

Everyone at the Insurance Source Group is firmly committed to bringing our owners the world of technology that makes a difference and saves time and money. From paperless service, OCR software, hands free document management systems, in-house IT, simultaneous multiple quotes, pre-populated carrier applications, Agency Management Systems, business accounting, corporate tax filing assistance, all the way to helping our owners incorporate to get started. Take a look at this list of benefits our owners get.

Access to our vast company network* Area Specific Marketing Training
Access to a Life Sales Specialist Accounting Basics
Agency Management Software* 2 Day Setup and Training*
Quoting Software* Policy Service Training
Marketing Training Corporate Set UP, Inc, DBA
Product Basics Creating a Profitable Agency Training
Area Demographics Paperless Fax setup and software
Carrier Training Basic Computer Training
EZ Data System Training* Agency Computer System*
Scanning Software* Agency Laser Printer*
Scanning Software Training* Agency Scanner and Fax*
Local Brand Advertising Offsite Computer Support & Maintenance
Consolidated & Consistent Cashflow Offsite Scanning of Incoming Documents
Marketing Pieces Sales Builder Software
*Included in the Agency in a Box System

When we first formed the company, we had to choose between high touch/high service and the systems that are part of this and being simply a commission aggregator and allowing you the owner to just figure it out and pay for it with your own time and money. It was a no brainer decision for us. Having grown a few agencies (P&C and Life) as well as brokerage firm of our own, we know and understand all the challenges you will face and how difficult it is to get it going and keep it going. We choose to spend the extra time and money to help you succeed in every way.