Agencies, Carriers & Affiliates

Insurance

Helping Insurance Agencies, Carriers and Affiliates

Is Insurance a Commodity?

In most cases insurance is a commodity - but it doesn't have to be.  Moving from a sell on price model to a sell on value is the secret.

Learning how to stand out in the crowd is an art and a process.

Cindy Donaldson, our CEO, is a certified Insurance Geek. For years she held her Connecticut & NY Property & Casualty Producers license, worked in-house as the Director of Marketing & Sales for a large independent agency, and worked as a consultant for a variety of carriers.  And..she has authored more articles and been a guest on more podcasts than we can count.

We know your world – both from the Agency perspective and the Carrier side of the house

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Insurance Group Picture

It all starts with a GREAT strategy session!

The RD Advisory Group team and Red Barn’s Cindy Donaldson take a quick selfie after a full day on-site strategy session.  We dug into their core values, their business plan, target client profile, and did a deep dive SWOT on the team and the company and then they were ready to take their show on the road with a clear path in mind

Independent Agency Support

Strategic Marketing

Understanding your WHY, Core Values and What makes you…YOU

Like Banking & Financial Services, the Insurance Industry struggles with delivering a unique value proposition that is sticky with their customers.   We believe insurance doesn’t have to be a commodity, and we know how to tell YOUR story in a unique and effective way.

Marketing & Sales Strategies that have actionable and trackable KPIs and ROI. No guess work needed – we make it easy.

Marketing Implementation

Consider us a part of the team in your Agency – because we are

Each year we take a few Elite Independent Agencies under our wing and act as their in-house marketing team. In addition, we also support agencies on a project basis: web design, content writing, blogging, event management and more.

ZERO training required  – we know the industry – from small agencies to large regional & multi-state agencies.

Fine Tuning Operations

P.S.  Most Agencies are leaving money on the table

Let us dig into your agency management system (We know AMS 360 & Applied) to identify where the gaps and E&O risks are.   From account rounding and training with your team, to developing niche markets  with your sales team – we can work with you to identify where the operational gaps are.

We develop referral programs, customer service agreements, engage your sales team and so much more.

Sales Management

Biggest thing on most Agency Owner's wish list:  Rock Star Producers

Great sales people aren't micromanaged - they are supported, mentored and inspired all while having a process in place. We create systems, help you hire the best sales people, do 1:1 and team coaching and can also be your fractional sales manager.  

Top sales people are a unique breed, they are driven, confident, and smart - and we help nurture that amazing talent

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Carrier & Affiliate Support

Carrier – Agency Liaison

Bridge the Gap

We work with Carriers to help them better understand the dynamic needs of their agency parters.  From being on Marketing & Support think tanks offering our industry expertise to working with your Field Marketing Teams to train them on what Agents are REALLY looking for – Red Barn is a cost effective and efficient way to better the customer experience with  your agents.

Goal: Better policy retention and happier agents

Marketing Support

Helping Your Agencies Sell More Policies

Give your Top Agents a value add and help your smaller agencies better perform by offering them marketing and sales support through our team at Red Barn.  We’ve helped agencies, through their carriers, with LinkedIn Sales Navigator Training, Marketing Strategies, Sales Training, Content Writing, Website Creation & Digital Marketing Implementation.

Goal: Increase everyone's bottom line

What our Clients have to say

“Cindy is a marketing and insurance expert.”

The Horton Group began working with Cindy at Red Barn Consulting a little over a year ago on digital strategy, content planning and development. She has an impressive level of knowledge about effective strategies to build and promote your brand across multiple channels.

 Margaret Taylor, Marketing Director - The Horton Group

Horton Group Logo
Margaret Taylor
Peter Van Aartrijk

“Cindy Donaldson and the Red Barn team are an indispensable resource to Aartrijk. A true trusted partner.”

We have enjoyed working with Cindy for years. She always does the right thing by the customer. Super positive attitude. Fun to be around. And really savvy about what must happen in marketing and communications to reach today’s insurance consumer.

Peter van Aartrijk | CEO  Aartrijk

Aartrijk

Join our Community!

For over 30 years I've been delivering content to our community of like minded driven individuals who are striving to live their life by design, have a successful career that fulfills them and  who just want to be happier!   CD

Cindy Donaldson Join the Community

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