RISE Platform
The RISE Platform is a comprehensive growth system designed to empower insurance agencies to scale rapidly and sustainably. It provides agencies with the tools, resources, and support needed to achieve massive success while reducing the complexity of managing and growing a business.
High-Level Contracts
RISE partners benefit from high-level contracts that enhance themselves and their agent’s earning potential for all the carriers in the Valor Financial portfolio without proving production.
Multi-Vertical Market Offerings
The ability to offer multi-vertical market solutions allows RISE agents to cater to a diverse agent marketplace and clientele. This versatility not only increases opportunities for more sales for the agent, but also more income to the RISE Partner. Here is the list of all the vertical markets you will have access to:
- Life
- Annuity
- Disability
- Long Term Care
- Alternative Real Estate Investing
- ACA Healthcare
- Medicare Advantage
- Medicare Supplements
- Debt Relief
- Third Part Administration
- Payroll and HR
- Employee Benefits
- Retirement Plans (including 401ks, IRAs, SEPs, etc.)
Market Offerings
RISE provides a broad array of market offerings that equip agents with the tools they need to succeed with the products they have to offer. This diverse portfolio ensures that agents can address the unique requirements of their agents. Having a wide range of options enhances agents' marketability and competitiveness.
- Athletic Marketplace
- Estate planning
- Premium Financing
- Small Business Solutions
- College Education Planning
- LIRPS
- Be Your Own Banker
- 529 alternatives
Centralized and Ongoing Training
Centralized and ongoing training programs are essential for the continuous development of RISE agents. These programs cover various aspects of the insurance business, from product knowledge to effective sales techniques, and more. Regular training ensures that RISE Partners are knowledgeable about industry trends and best practices, empowering them to serve their agents effectively. The RISE Producer Group also offers training for RISE Partner’s agents as well. Thereby offloading some of the work of training.
Centralized Contracting and Onboarding
The centralized contracting and onboarding process simplifies the integration of new agents into the RISE network as well as offloads the necessity for RISE Partners to take on this burden themselves. A streamlined onboarding experience ensures that new agents receive the essential training and resources they need to hit the ground running.
Exclusive Territories
RISE partners enjoy exclusive territories, which allow for our national marketing focus to be funneled to specific RISE Partner territories. This territorial exclusivity allows RISE Partners to build strong client relationships and brand loyalty, leading to sustainable growth in their designated markets.
Centralized Marketing Training
Centralized marketing training equips RISE Partners with the skills to effectively promote their services. This training covers various marketing strategies, including digital marketing, social media engagement, operational marketing, CRM training, and paid advertising. By enhancing their marketing capabilities, RISE Partners can attract new agents.
Agent Leads
Access to agent leads is a significant advantage for RISE partners. The organization has a list of all the licensed agents in the United States and funnels any agent leads to RISE Partners in the territory the agent lead is generated, enabling RISE Partners to focus on supporting their agents rather than figuring out “marketing.” This is all possible because of the pooled marketing dollars.
Two Local TGC Events Per Year
Hosting two local TGC events each year creates valuable opportunities for RISE Partners to provide value to the agent community and attract potential new agents. These events encourage collaboration, allowing agents to share insights and best practices while showcasing their agency’s culture to potential recruits. The RISE Producer Group helps with the logistics of the event and marketing the event as well.
Access to Events All Over the Country
RISE partners also benefit from other RISE Partners doing events nationwide, which serve both as recruiting tools and training sessions. These events facilitate learning and networking, strengthening agents' skills and expanding their professional connections, as well as attract new agent talent. This nationwide reach enhances the growth potential of the RISE Partners.