Customized Growth Solutions for Every Organization

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At InCite Performance Group we help financial service companies work on their business so they can thrive in it.

We accomplish this through three core solutions:
(1) Sales Growth
(2) Executive Development
(3) Operations Excellence.

We deliver these services through a combination of results-focused coaching, expert tools and resources, and elite in-person and virtual training.

Training
We first train all areas of an organization on strategies and tools to attain Vertical Growth. Our training is offered through the membership area of our site using both live and online classes.
Advising
A custom solution that provides reinforcement and helps with implementation.
Webinar Replay
Allows members to interact, share Intellectual Capital and best practices, and partner with peer members with account placement in a non-competitive environment.
Resources
We provide training, advisory services, networking, and Resources. Resources are intellectual property, insurance products, value proposition products to sell to clients of agents, and more.
Resources
We provide training, advisory services, networking, and Resources. Resources are intellectual property, insurance products, value proposition products to sell to clients of agents, and more.

Intellectual Capital

Intellectual Capital is defined as the wisdom, knowledge, tools, systems, strategies, and resources provided by InCite Performance Group and offered exclusively to our Membership

Completely Differentiate from the Competition

Risk Reduction Approach™

Total Benefits Approach™

Personal Risk Management Approach™

One example of our Intellectual Capital is our revolutionary selling systems. These risk management approaches enable agencies and brokerages to completely differentiate themselves in their marketplace.

Our Members specialize in Risk Reduction and Total Benefits Plans that provide the ability to benchmark their prospects and clients in the areas of Total Cost of Risk and Total Cost of Benefits.

Holistic Approach

We know the only way to achieve effective culture change is to take a holistic approach to working with organizations. We advise on, and have programs for:

CEO’s

Executive Team

Management

Future Leaders (Perpetuation)

Sales Managers

Sales

Rookie Producers

Service

Operations

Business Development Centers

Ready to Lead with Confidence

Our approach to consulting is not a ‘one size fits all’ mentality. We understand that every organization is unique and that they all have different needs. We turn this understanding into a completely unique and customized Performance Plan for every client of InCite Performance Group.

These plans and paths create a laser focus to help members with innovation, sales, growth, profitability, and value.

Our 62 point assessment is the only assessment in the industry that addresses the beliefs and behaviors that influence growth. After our assessment, we have clarity to build a custom plan for improving the results of your organization.

Get In Touch

Have questions or need assistance? Get in touch with us—we’re here to help make your experience seamless!

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